Sohn Hearts & Minds | Media & Insights

South Australian medical research will receive a $1.4 million cash injection, as a direct result of the Sohn Hearts & Minds Conference held in Adelaide.

March 14, 2025

$1.4 million boost for SA medical research

Media Release

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Nick Moakes, the chief investment officer of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.

November 20, 2024

Trump unifies top investors in decade-long bullish outlook for US

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Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.

November 18, 2024

These rock-star stock picks could get markets talking next year

Sydney Morning Herald

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Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.

November 17, 2024

Is anyone brave or stupid enough to bet against America?

Australian Financial Review

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Australia and the rest of the world must adjust to a new Trump presidency that will deliver an expected bull market but also disruption, with the leader in waiting prepared to “create pain” to get his way, speakers at the Sohn Hearts & Minds conference warned.

November 15, 2024

Sohn investors position for bullish but bumpy Trump ride

The Australian

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Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead.

November 15, 2024

Eleven stock tips from Sohn to get you through 2025

Australian Financial Review

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Corporate Travel Management will return to its former glory as the global travel industry gets back to normal after the Covid-19 pandemic, according to Rikki Bannan.

November 15, 2024

Ricki Bannan tips Corporate Travel Management to soar amid travel boom

The Australian

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At Sohn Hearts & Minds, Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.

November 15, 2024

Sohn: NYSE-listed Estee Lauder’s Northcape Capital pick

The Australian

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Ellerston Capital portfolio manager Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.

November 15, 2024

Sohn ASX stock pick: Ellerston Capital’s Chris Kourtis backs Perpetual

The Australian

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Bitcoin is the ‘gateway drug’ for the cryptocurrency industry, which is now seeing the end of its time in ‘regulatory purgatory’, says one of the sector’s strongest billionaire backers and former Kamala Harris campers.

November 15, 2024

Sohn conference: Novogratz on what next for crypto after bitcoin euphoria

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Renowned technology leader Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.

November 15, 2024

AI start-ups a threat to incumbent big companies, Paul Bassat tells SOHN conference

The Australian

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Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.

November 15, 2024

Howard Marks and Sohn’s big stars reveal seven rules for investing

Australian Financial Review - Chanticleer

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The major stockpicking conference is on tour for the third time in its nine-year history – at the same time as the supercar championships come to town.

November 15, 2024

Billionaires, bankers and fundies rev up Adelaide at annual Sohn bash

Australian Financial Review

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Don’t overlook down and out silver miners, legacy skincare brands ready for a revival and a big financial company suffering from a severe case of shareholder wealth destruction. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds investment conference in Adelaide on Friday.

November 15, 2024

Sohn stock picker experts name best shares to invest in for year ahead

The Australian

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Hearts & Minds Investments chair Chris Cuffe is hoping for the six-year-old fund, which gives 1.5 per cent of its assets to medical research charities each year, to grow to more than $1.5bn in the next five years.

November 14, 2024

Sohn Hearts & Minds Investments fund targets $1.5bn valuation

The Australian

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Admiral Mike Rogers, who headed the National Security Agency during Mr Trump’s first term and who worked closely with the then president, says Australia must prepare to make the case about key aspects of its alliance with the US to the transactional new president.

November 14, 2024

Former NSA chief Mike Rogers believes Donald Trump will question AUKUS but ultimately support it

The Australian

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Friday’s Sohn Hearts & Minds conference will be the first time a group of significant global fund managers have spoken to an Australian investor audience about their views on the New World Investment Order under Trump 2.0.

November 13, 2024

Sohn Hearts & Minds Conference to feature international panellists talking Trump 2.0

Australian

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Local space entrepreneurs are attempting to take a slice of SpaceX’s business, as demand for launch services far outweighs supply.

November 10, 2024

Australia’s rocket industry reaches a crucial inflection point

Australian Financial Review

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Bitcoin’s bounce to record highs in recent days is only the beginning of a fresh surge higher for cryptocurrency, says US billionaire Mike Novogratz.

November 9, 2024

Galaxy Digital CEO Mike Novogratz believes bitcoin will hit $US100k

The Australian

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He was the first presenter at the very first Sohn Hearts & Minds conference at the Sydney Opera House in 2016, and now Adelaide fund manager David Prescott is hoping the event’s first foray into his home city will help to put it on the radar of some of the world’s leading investment experts.

November 9, 2024

Lanyon Asset Management boss David Prescott putting Adelaide on the map

The Australian

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As Donald Trump claims victory, markets are signalling that his administration could unleash a wave of inflationary pressures. Can stocks keep defying rising bond yields?

November 6, 2024

We just got an early warning Trump could threaten the bull market

Australian Financial Review, Chanticleer

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But influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick at the upcoming prestigious Sohn Hearts & Minds Conference this year.

November 6, 2024

Why this New York hedge fund manager sees opportunity in European stocks

The Australian

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With one eye on Beijing’s efforts to revive the Chinese economy, Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.

November 5, 2024

The fundie betting big on China – with help from AI

The Australian

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The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.

November 5, 2024

Antipodes’ Ross says short-term wealth hinges on US election

Australian Financial Review

The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.

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The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.

November 5, 2024

Concentration risk key for investors: Antipodes Partners’ Vihari Ross

The Australian

The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.

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Mr Kothari, who was talking ahead of his fifth appearance at the annual Sohn Hearts & Minds conference in Adelaide on November 15, said a Trump presidency would be a force for deregulation in the US economy.

October 29, 2024

Cryptocurrency to fare well under Donald Trump presidency

The Australian

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Beeneet Kothari of Tekne Capital Management says the best investments are made when you’re uncomfortable. He’s about to prove just that.

October 29, 2024

Why this fundie wants you to ‘wince’ at his stock picks

Australian Financial Review, Chanticleer

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IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks in Australia, including in the consumer sector.

October 27, 2024

IFM Investors’ Rikki Bannan backs small cap investments to rebound after mixed performance

The Australian

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The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.

October 21, 2024

Chris Kourtis is on a winning streak. Here’s his next ASX pick

The Australian Financial Review

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Chris Kourtis of Ellerston Capital plans to tip one of the “most hated” stocks in Australia when he presents at the 2024 Sohn Hearts & Minds Conference in Adelaide.

October 21, 2024

Why Ellerston Capital’s Chris Kourtis plans to back a ‘hated’ stock

The Australian

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Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.

October 14, 2024

Alex Pollak champions rewards of disruptive investment

The Australian

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Sumit Gautam is the Founder of Scalar Gauge and speaks with Equity Mates ahead of his appearance at the Sohn Hearts and Minds conference.

October 7, 2024

Sumit Gautam - Why AI won't deliver in 2025 | Scalar Gauge

Equity Mates

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Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.

September 30, 2024

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Australian Financial Review

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When Northcape Capital’s Fleur Wright first visited Nvidia in 2018 there was no hint of the generative AI boom that erupted in 2023, but it turned out to be her biggest win.

September 30, 2024

Northcape Capital’s Fleur Wright on why it’s still early days in the Gen AI boom

The Australian

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Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.

September 23, 2024

Scalar Gauge Fund founder Sumit Gautam cautious about over-hyped AI

The Australian

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Two billionaires and their companies – Canada’s Constellation and ASX-listed WiseTech – have soared in the past decade. Others worry things are about to turn.

September 22, 2024

Want a roll-up play that actually works? Try software, for now

Australian Financial Review

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The chief investment officer of the massive charitable fund raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.

September 9, 2024

The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off

Australian Financial Review

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In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.

September 5, 2024

Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler

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Howard Marks loves market selldowns. He races to them as well as other moments of financial disruption like a fireman would to a blazing house fire.

September 4, 2024

Howard Marks on investing: Hold long and fail smart

The Australian

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For billionaire investor and Oaktree Capital co-founder Howard Marks there’s little point in predicting whether the sharemarket is in bubble territory or where the market goes from here. That’s the enemy of long-term investment.

September 4, 2024

‘Ignore the past’: How Howard Marks would size up Nvidia

The Australian

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Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.

September 4, 2024

Why Howard Marks says you’re making a big mistake

Chanticleer, Australian Financial Review

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The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”

September 4, 2024

Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes

The Australian

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Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.

January 25, 2024

Fowler toasts Sohn legacy

The Australian

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November 17, 2023

Premier investment conference to be held in Adelaide

Media Release

For the first time in its seven-year history, Sohn Hearts & Minds, Australia’s premier investor event and thought leadership conference will be held in Adelaide in November 2024.

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It might be time to look beyond big name, overpriced Wall Street stocks that could struggle to deliver growth. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds Conference.

November 17, 2023

The 12 hottest stock tips from this year’s Sohn experts

The Australian Financial Review

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The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

November 17, 2023

Webster Financial ‘avoided the mistakes of US bank failures’

The Australian

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When Damian Lewis, the actor who plays the ruthless hedge fund boss in the drama series Billions was looking for inspiration, he sat down with Daniel Loeb.

November 17, 2023

How Daniel Loeb, the real Bobby Axelrod, made his Wall Street billions

The Australian

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Speaking at the Sohn Hearts & Minds conference on Friday, the Future Fund’s chief investment officer Ben Samild said it had traded around $65 billion worth of its portfolio for assets with better protection against what is expected to be a long-term inflationary environment.

November 17, 2023

Cash is king, even for professional investors

Sydney Morning Herald

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Tech investment guru Cathie Wood is still a big believer in bitcoin, so it was fitting that she chose Grayscale Bitcoin Trust as her stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

November 17, 2023

ARK founder Wood backs bitcoin, banking on spot ETF approval

The Australian

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Cathie Wood has rightly called several of the big themes driving markets this year. But the world’s most divisive investor says we’re thinking about AI in the wrong way.

November 17, 2023

‘I know it sounds crazy’: Cathie Wood’s next big idea

Australian Financial Review, Chanticleer

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November 17, 2023

Why stock picker Cathie Wood of ARK can’t stand Google

Australian

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Institutional investors such as super and pension funds are investing in private equity at “exactly the wrong time”, a top hedge fund manager has warned, as sharply higher interest rates threaten a wave of bankruptcies.

November 17, 2023

Investors sound warning on private equity timebomb

Australian Financial Review

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Munro Partners partner Kieran Moore believes London-listed money transfer company Wise could see its share price soar 50 per cent by 2025, as its problem-solving business model gains traction while benefiting from higher interest rates.

November 17, 2023

Wise share price could rise 50pc by 2025, says Munro Partners

The Australian

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Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.

November 17, 2023

Hot stocks to ride the next healthcare trends

Australian

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Bryce and Ren from Equity Mates are joined by Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management

November 16, 2023

Ashish Swarup - Invest in snacks, let's get that bread | Aikya Investment Management

Equity Mates

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Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.

November 16, 2023

Hedge fund veteran talks lowest moment in Toscafund’s 23-year run

Australian Financial Review

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The Future Fund, Australia’s $200 billion sovereign wealth fund, has been sounding the alarm on the developed world’s rising levels of debt, the prospect of higher inflation, and the risks in the bond market for longer than most.

November 16, 2023

The ‘Armageddon scenario’ worrying the Future Fund CIO

Australian Financial Review

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A year on from the start of ChatGPT, the Future Fund hasn’t decided how to play this phase of the AI revolution but is open to the possibility it will be a major boost to productivity.

November 16, 2023

Future Fund weighs up AI productivity riddle

The Australian

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When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

November 15, 2023

Advancing medicine is in Daniel MacArthur’s DNA

The Australian

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Daniel Loeb of Third Point says the way companies are dealing with the high cost of debt is delivering new opportunities.

November 15, 2023

Daniel Loeb’s Wall St hedge fund Third Point raises bets on corporate credit crunch

The Australian

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Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

November 15, 2023

Five secrets to delivering the perfect pitch

AFR BOSS Magazine

Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

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