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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.
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.
Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.
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.
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.
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.
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.
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.
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’.
At Sohn Hearts & Minds, Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.
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.
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.
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.
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.
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.
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.
Local space entrepreneurs are attempting to take a slice of SpaceX’s business, as demand for launch services far outweighs supply.
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.
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.
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.
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?
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.
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
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.
Beeneet Kothari of Tekne Capital Management says the best investments are made when you’re uncomfortable. He’s about to prove just that.
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.
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.
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.
The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.
Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.
Sumit Gautam is the Founder of Scalar Gauge and speaks with Equity Mates ahead of his appearance at the Sohn Hearts and Minds conference.
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.
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.
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.
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.
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.
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.
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.”
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.
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.
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.
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.
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.
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.
The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back. “I have always hated searching on Google,” she says of the search giant.
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.
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.
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.
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.
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.
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.
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.
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.
Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.
Bryce and Ren from Equity Mates are joined by Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management
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.
Daniel Loeb of Third Point says the way companies are dealing with the high cost of debt is delivering new opportunities.
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.
European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.
Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.
The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.
Global growth fund manager Munro Partners will have a difficult task choosing a single company to tip to an audience of industry heavyweights at the Sohn Hearts & Minds conference.
Sheila Patel says it’s time for the venture capital sector to “grow up” and higher rates will help do that. VC firms need to think differently about how they invest.
Melbourne scientist Misty Jenkins has had a long-time interest in immunology. But it was a neuroscientist friend who urged her to focus her skills on seeking a cure for brain cancer.
Tom Naughton is Managing Partner and CIO at Prusik Investment and speak with Equity Mates ahead of his appearance at the Hearts and Minds conference.
A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.
As soon as the three musketeers [Guy Fowler, Matthew Grounds and Gary Weiss] spoke to me I said ‘stop’. They said ‘we haven’t finished’. And I said, ‘I’m in’. We invested $10 million in Sohn Hearts and Minds. So substantial enough for a young fellow like me.
Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney. Mr Loeb, 61, has built a reputation as a fierce shareholder activist and oversees $US11.7 billion ($18.5 billion) at New York-based Third Point.
When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.
Bryce and Ren from Equity Mates are joined by Rikki Bannan, Executive Director and Portfolio Manager at IFM Investors.
Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. "Financials are really all in the weeds," Ravi Chopra shared with The Australian Financial Review. "It’s all about numbers, it’s about modeling. It’s not just about looking at earnings reports, but also diving into regulatory data.
“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview with The Australian ahead of her appearance as a stock tipper at the Sohn Hearts & Minds conference in Sydney next month.
According to Dr Attia - who will speak at the Sohn Hearts & Minds in Sydney next month - nothing is completely random. He has built a career unearthing about what fuels a long life and shared his knowledge in the bestselling book Outlive: The Science & Art of Longevity.
Angela Aldrich bet against Treasury Wine Estates at the top of the market; now the Bayberry Capital founder is preparing to make her next big call.
After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.
When New York-based hedge fund manager Ricky Sandler arrived in Australia a year ago to spend time with his son who was studying in Sydney, he didn’t expect to become the reigning champion of a philanthropic investor conference.
Technology behind the tech; healthier lifestyles; the green transition and regulatory tailwinds. These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down, before investing it strategically.
The Sohn Hearts & Minds Investment Leaders Conference, held annually, had before Friday’s event made more than $40m in collective donations to medical research. It applies the stock picks made by fund managers in an investment portfolio.
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s Museum of Old and New Art, better known as MONA, in Hobart on Thursday night.
Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses, as continuing central bank interest rate rises threaten to keep markets falling.
Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.
Perpetual’s star stock picker Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in an environment of rising interest rates and global market upheaval.
Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.
Twenty students from Kingston High School have been given the opportunity to attend the prestigious Sohn Hearts & Minds conference this week.
Gerry Cardinale, the owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.
Carleton’s conviction will be on full display on Friday, when he makes his third appearance at the annual Sohn Hearts & Minds Investment Leaders Conference, where stock-pickers share their best ideas in the name of medical research.
James Miller, a portfolio manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.
Maggie O'Neill, Head of Marketing and Operations at HM1 joined Nick Griffin, CIO of Munro Partners to discuss the history of Hearts & Minds, Munro Partners' involvement and Nick's upcoming stock pitch.
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
An increasing intransigence from authorities in Beijing toward private enterprise - and harsh pandemic restrictions - might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about his journey launching the $5.7 billion dollar asset manager, how the market has changed over the past decade and his motivations for participating in this year's Sohn Hearts & Minds conference.
Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.
When Auscap Asset Management founder Tim Carleton tips a stock at this month’s Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.
One of the nation’s most influential fund managers has warned that investment markets have entered a “new phase”, with hidden risks in the form of debt sitting in super funds, private equity and big investors that is set to test the financial system.
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
When former Amcor chief executive Ken MacKenzie was named the new chairman of BHP five years ago, that was a sign for top-rated fund manager Peter Cooper to move back into the mining giant.
Speaking to The Australian Financial Review before the Sohn Hearts & Minds conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.
Jun Bei Liu is the lead portfolio manager at Tribeca Alpha Plus Fund. Ms Liu is set to present an investment idea at the Sohn Hearts & Minds conference in Tasmania on November 18.
Desmond, who worked in London before moving to Australia in 2008, is making his first appearance at the annual Sohn Hearts & Minds Investment Leaders Conference, where fund managers give their favourite stock tips to raise money for medical research charities.
Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.
The WaveStone principal says retail will drop away but quality operators will find a way through.
Catherine Allfrey, Principal and Portfolio Manager of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart which raises funds for Australian medical research.
There are many descriptors for Browder, including Russia’s anti-corruption crusader, and its most dogged oligarch hunter. But it’s his title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.
Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.
Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.
On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.
Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.
When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.
Australia’s sports leagues are being held back by a culture of conservatism and need to be more open to private equity investment or risk falling behind, investors say, with Netball Australia’s rejection of a $6.5m bailout cited as just one example of administrators’ aversion to private capital. Conservative Australian sports leagues are ‘letting investment opportunities pass them'.
Sporting teams and leagues are becoming serious investments for global firms managing billions of dollars, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.
Bill Browder, one of Russian President Vladimir Putin’s fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law on human rights, will headline this year’s Sohn Hearts & Minds investor conference.
A financier and political activist who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts and Minds conference, as the conflict continues to have a major influence on global markets.
Keynote speaker will be Bill Browder, the former Hermitage Capital hedge fund manager that has become an arch nemesis of Russian President Vladimir Putin, as he has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.
Pinnacle Investment Management is a multi-boutique fund manager that owns stakes in 16 Australian fund managers across Australia of between 23 to 49 per cent. It is led by CEO Ian Macoun who is said to be famous for picking star portfolio managers.
Moderna co-founder Robert Langer has suggested the vaccine maker will know within days if its mRNA Covid-19 vaccine is effective against the new variant, Omicron, as he predicted future mutations and the likelihood of the virus becoming “something life flu” that will require regular vaccine boosters.
There is no bigger or unsolved problem than taxes which remains consuming, complicated and error prone. Businesses still manage their taxes with a combination of pen and paper and excel and the complexities are only increasing. Babak Poushanchi says Avalara, based in Seattle, is solving the problem.
Firetrail Investments’ Eleanor Swanson has tipped ASX listed telco software company, Megaport, as the best stock for 2022 at the annual Sohn Hearts & Minds Conference.
Investment legend Charlie Munger says the current climate on global markets is crazier than the dot-com bubble two decades ago, as he savaged the boom in cryptocurrencies as insane and backed China’s ban on the digital assets.
Beeneet Kothari of Tekne Capital Management has chosen Delivery Hero as his stock pick at the Sohn Hearts & Minds conference, saying it is the best way to play the innovation and last-mile logistics trend.
Cooper Investors’ Qiao Ma says that despite cordless power tools provider Techtronic Industries being an industrials company, it’s really a technology company at heart.
Charlie Munger, the 97-year-old investor and polymath who has been the trusted sidekick of Warren Buffett for decades shared his thoughts on markets, investing and geopolitics in a wide-ranging interview broadcast as part of the Sohn Hearts & Minds Investment Conference.
Gavin Baker, managing partner and CIO of Atreides Management, a $4.5bn crossover firm based in Massachusetts, recommends investors hold Coinbase, a platform for investing in cryptocurrency.
Fund manager, Qiao Ma has tipped Hong Kong based global power tools and outdoor equipment company Techtronic Industries at the Sohn Hearts & Minds conference on Friday.
FACT Capitals' Joyce Meng pitched Beauty Health Company at the sixth annual Sohn Hearts and Minds Conference. Meng is forecasting 30 per cent durable and organic growth driven by accelerating equipment placements and a price target of $40 a share for 40 per cent upside.
Regal Funds Management co founder, Phil King is recommending that investors sell shares in travel company Flight Centre, arguing that the stock has rebounded too strongly since its lows of last year with the company still facing headwinds with the shift to online travel bookings.
Berkshire Hathaway vice chairman Charlie Munger, a longtime partner of Warren Buffett, has made his first appearance at the sixth annual Sohn conference in Australia on Friday.
Moderna co-founder Robert Langer has said he’s confident the company’s vaccine will be effective against the omicron strain of COVID-19, but not as effective as it is against the original variant. “But that doesn’t mean it won’t be effective,” said Mr Langer.
Berkshire Hathaway’s veteran 97-year-old investor Charlie Mungert warns that he views today’s markets as wildly overvalued in places.
Munro Partners’ Nick Griffin has pitched Nasdaq-listed Onsemi as his stock pick at this year’s Sohn Hearts & Minds conference, labelling it the ‘hidden hero’ of the path to decarbonisation.
Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing instead on share price blips that have included so-called meme stock GameStop, according to chief investment officer Phil King.
Builders Unions', Markus Bihler pitched Wise at the sixth annual Sohn Hearts & Minds Conference. Over the next five years, the fund manager expects the target share price to hit 30 pounds by 2027, a 27 per cent five year annualised return.
Moderna will know in just over a week how effective its COVID-19 vaccine is against the omicron strain, according to the company’s co-founder Robert Langer, who presented at the sixth annnual Sohn Hearts and Minds Conference.
Regal Funds Management’s Phil King says it’s a tough market for short sellers but it didn’t stop him from nominating a prominent one at Sohn Hearts and Minds today: FlightCentre.
An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.
Joyce Meng of Fact Capital says investors should take advantage of growing skincare spends.
From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors
Jay Kahn of Flight Deck Capital has pitched Nikkei-listed Bengo4 as his stock pick for this year’s Sohn Hearts & Minds conference, following the recent acceptance of the electronic signature in Japan due to the Covid-19 pandemic.
It’s an “age of instant gratification”, according to Tekne Capital Management’s Beeneet Kothari, and he is picking restaurant delivery group Delivery Hero to ride the innovation in last-mile logistics in the $US1 trillion takeaway food sector.
Yen Liow, founder and portfolio manager of Aravt Global, has a bullish take on Nasdaq-listed software development company GitLab, which he expects to soar in the coming years.
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
Jay Kahn’s Flight Deck fund seeks out stocks in “roads least travelled”, and Kahn reckons it has unearthed a “multi-bagger”: Bengo4, which he describes as Japan’s DocuSign.
Moderna’s co-founder expects the biotech’s vaccine will be at least somewhat effective against the Omicron variant, but says his company can quickly pump out variant-specific boosters for new strains when needed.
Griffin expects the car market will be 50 per cent electric by 2030. He likes Onsemi in particular because of its management, and the fact it is being priced as an industrial semiconductor producer.
Firetrail’s Eleanor Swanson believes Megaport is currently one of the best stories on the sharemarket, and has the potential to join the ranks of Australian-founded technology companies such as Atlassian and Afterpay.
Spotify’s market-leading position in the future of audio will catapult the business to among the so-called FAANG stocks alongside the likes of Apple and Amazon, powering revenue growth and its share price, according to Hamish Corlett, co-founder of TDM Growth Partners.
Builders Union’s Markus Bihler has picked the freshly listed London-based fintech Wise as his top pick at the 2021 Sohn Hearts & Minds Conference.
Eley Griffiths small-cap portfolio manager David Allingham has picked Ian Macoun’s multi-boutique funds management group Pinnacle Investment Management as his top stock pick for the Sohn Conference 2021.
Atreides Management’s Gavin Baker has picked cryptocurrency exchange Coinbase Global at the Sohn conference, believing in its growth opportunities as more people embrace the crypto world.
Fresh from picking last year’s 180 per cent gainer Nasdaq-listed Bill.com and other big winners such as DocuSign three years ago, Babak Poushanchi is back at Sohn in 2021 with another stock pick. This year the Cota Capital founder and tech-focused investor has named Seattle-based tax software business Avalara as his top pick.
Regal’s Phil King says he’s the only Australian hedge fund manager brave enough or silly enough to return to Sohn Hearts & Minds to pitch a short stock during one of the biggest bull markets of all time.
Peter Cooper, the founder of Cooper Investors, HM1 Core Fund Manager, shares his learnings from Charlie Munger.
Yen Liow, managing partner of Aravt Global has pitched Gitlab, a founder-led software business that is focused on DevOps at the Sohn Hearts & Minds Conference. Liow stumbled upon the company while researching Atlassian, which itself generated 20 times the return on capital since its IPO.
Eleanor Swanson of Firetrail Investments sat down with Equity Mates Media ahead of this year's conference. Eleanor shares the story of her first investment, breaks down the small cap landscape and shares some of the best companies that she's come across during her time in the markets.
Fund Manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.
For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.
Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.
Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick, bill.com, share price up more than 200 per cent.
Yen Liow of Aravt Global sat down with Equity Mates Media ahead of this year's conference. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.
Returning Conference Manager Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.
Hearts and Minds Investments Limited (ASX:HM1)'s Chief Investment Officer Rory Lucas and founding Hearts & Minds supporter Phil King of Regal Funds Management recently spoke with the hosts of You're In Good Company, an Equity Mates Media podcast.
Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.
New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.
As a rising star within Firetrail Investment Management, Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.
Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts and Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.
Returning Conference Manager Qiao Ma is planning to tip a Hong Kong-based consumer brand player when she fronts the annual Sohn Hearts & Minds conference next month.
Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.
The payments sector has entered a golden era, says Avart Global’s Yen Liow, who hails from Melbourne.
Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.
Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.
The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.
Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds 2021 Conference.
Warren Buffett’s right-hand man Charlie Munger is the headline act at Sohn Hearts and Minds this year and the 97-year-old investment legend is expected to offer forthright views on global financial markets which are now at a critical juncture.
In yet another fantastic episode with Equity Mates, first-time conference manager Qiao Ma chats with the guys about her incredible first investment, the investment philosophy of core manager Cooper Investors and the investment thesis behind her conference pitch, Shenzhou International.
In this episode of Equity Mates hear from Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners.
Penfolds has a 176-year history but its resilience is being severely tested by the China trade row, and re-directing product to other markets isn't that simple.
The SOHN Hearts & Minds Investment Conference 2020 was held on Friday 13. It brings top stock picks and market insights from the leading fund managers in Australia and the US.
Bill Ackman predicts 2021 will be a rewarding year for the equity market and urged investors to "go long", but the Wall Street legend and Pershing Square founder worries that irrespective of Pfizer's vaccine breakthrough, the US faces a grim winter of coronavirus casualties.
Billionaire investor Bill Ackman bemoaned his losing bet on Warren Buffett’s Berkshire Hathaway during a virtual appearance at the Sohn Hearts & Minds investment conference this week, according to the Australian Financial Review.
Halpert's “digital decolonisation” thesis is that entrepreneurs, companies, governments and consumers in developing markets are reclaiming their digital economies and ecosystems from multinationals, and developing indigenous solutions for local problems.
Legendary investor Bill Ackman and NSW Premier Gladys Berejiklian have something in common - they were not afraid to do things no one else was doing during the COVID-19 crisis. There's a lesson there for investors.
When Bill Ackman realised coronavirus was about to run rife in the West he knew he had to do something fast to protect the $US10bn ($14bn) of assets managed by Pershing Square, much of it in restaurant brands that were vulnerable to the economic lockdowns he saw coming. Rather than sell stock, he opted to hedge via credit default swaps.
The rise of telehealth and online medicine as a result of the COVID-19 pandemic has been behind the recommendation of New York based fund manager Cathie Wood, for US based telemedicine and virtual health care company Teladoc Health as her stock pick for the 2020 Australian Sohn Hearts & Minds Investment Conference.
Leading US fund manager Bill Ackman has predicted that 2021 will be a “very good” year for the US sharemarket, with a combination of low interest rates, fiscal stimulus and a new president who will not introduce radical policies.
Star fund managers are betting that companies in e-commerce and healthcare that thrived during the COVID-19 pandemic remain solid long term bets as the virus permanently alters consumers behaviours and values.
Australian investors will be very familiar with potential gains that can be created from innovations in the payment system, think Afterpay. In China, the mobile payments market is both enormous and advanced in technical terms, that’s where Yeahka Ltd operates — a top stock choice from Beeneet Kothari of New York-based Tekne Capital Management at the SOHN Hearts & Minds Investment Conference 2020.
NYU Stern School of Business Professor, serial entrepreneur and business podcaster Scott Galloway has blasted “sociopathic” big tech and the US government, while outlining the profound implications of COVID-19 for the US economy and its big players.
When Bill Ackman realised coronavirus was about to run rife in the West he knew he had to do something fast to protect the $US10bn ($14bn) of assets managed by Pershing Square, much of it in restaurant brands that were vulnerable to the economic lockdowns he saw coming. Rather than sell stock, he opted to hedge via credit default swaps.
Online retail stocks have become the small cap investment story of 2020, according to Todd Guyot, a portfolio manager with Regal’s $320m Australian Small Companies Fund. “We have done well out of the whole online theme of late,” says Guyot, who will be tipping a stock at the fifth annual Sohn Hearts & Minds conference on Friday.
Leading US fund manager Bill Ackman has predicted that 2021 will be a “very good” year for the US sharemarket, with a combination of low interest rates, fiscal stimulus and a new president who will not introduce radical policies.
Global stocks exposed to the technology boom, whose performance was partially fuelled by the coronavirus crisis, were the big winners from the calls made by top investment minds at the Sohn Hearts & Minds Investment Conference last year.
The founder of San Francisco-based Cota Capital, Babak Poushanchi, says the best days for enterprise-facing software businesses are yet to come, despite the spectacular returns they have delivered to investors over 2020.
Tekne Capital Management portfolio manager Beeneet Kothari says US technology stocks continue to look attractive given their strong earnings outlook and dominant positioning in what he sees as a multi-decade reshaping of economies and business fuelled by COVID-19.
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Two time, soon-to-be-three time Conference Manager, Nick Griffin of Munro Partners joined Rory Lucas on the Equity Mates Podcast. This is a must listen episode!
The shock suspension of the Ant Group initial public offering, slated to be the biggest float in history, has left investors reeling, but it could be back up and running within weeks, according to Tribeca Investment Partners’ Jun Bei Liu.
Scott Galloway, outspoken academic and expert on big tech, says "Jedi mind tricks" and "consensual hallucination" are responsible for some huge market valuations, and warns Silicon Valley giants will entrench their dominance in the post-pandemic world.
One of the fiercest critics of 'Big Tech', author and academic Scott Galloway, has admitted his bearish call on Afterpay was wrong and warned that America's internet giants are poised to consolidate power following the coronavirus pandemic.
US tech giants are on track: not just to soar through the pandemic, but to structurally lock in their competitive edge well beyond COVID-19. What is more, there will be a tsunami of reallocated capital across the economy, creating huge winners and losers that investors should get ahead of if they don’t want to miss out.
As a young Macquarie analyst, David Moberley was among the first to appreciate the profit potential of a new breed of technology stocks when he slapped a "buy" rating on REA Group in 2009.
Wall Street legend Bill Ackman says megacap stocks such as Starbucks will come out of COVID-19 with a bigger moat and a market dominance like never before, and no election outcome will make a difference to the plight of wrecked small businesses.
It has gone down in Wall Street folklore as one of the greatest trades in history – a $US27 million ($37.8 million) bet during the market meltdown in March that returned $US2.6 billion in the space of three weeks. And the mastermind behind it, New York hedge fund titan Bill Ackman, is now bracing for another bout of turbulence.
Wall Street hedge fund legend Bill Ackman has praised the Australian superannuation system as a way to bridge the growing income inequality in the US.
Bill Ackman was famous for waging activist short campaigns. But older and wiser now, he steers clear of rather than exposes corporate malfeasance.
Our Chief Investment Officer, Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds, including the upcoming Virtual Sohn Hearts & Minds Investment Leaders Conference.
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020. Speaking at the Sohn Hearts & Minds Investment Leaders Conference in Sydney last November, Ms Wood, who runs US technology-focused investment firm Ark Invest, said her bearish case was that the stock price would double by 2024. It hit that milestone less than three months later.
Legendary Wall Street investor Bill Ackman will headline the 2020 Sohn Hearts & Minds investment leaders conference this year in a major coup for the event that has raised more than $20 million dollars for medical research since its inception in 2016.
Rory Lucas may have one of the best jobs in finance. As the chief investment officer of Hearts & Minds Investments (HM1), it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
In this instalment of our legends of Wall Street interviews, a contrarian view. President of the US$6 trillion fund Blackrock, Rob Kapito is optimistic about the future.
Concerns about Chinese influence in politics and universities may be at fever pitch, but the reality is that some of Australia’s retirement savings will help fuel a predicted $US600 billion ($885 billion) inflow into mainland stocks over the next decade.
The search for the next CSL and excessive valuations in local tech stocks have seen investors pouring into biotech, but elevated prices may be putting capital at risk.
Howard Marks is the Co-Chairman of Oaktree Capital and Warren Buffet considers his memos to clients essential reading. He spoke to Elysse from the Hearts and Minds Conference, ahead of the RBA Governor's speech
Friday’s Sohn Hearts & Minds conference is barely in the rear view mirror, but already Hobart’s Federation Concert Hall is almost entirely booked solid for next year’s event, taking place on November 13 for the first time on the Apple Isle. At $3500 a ticket, that shows how popular the thing’s become.
In this instalment of our legends of Wall Street interviews, Elysse speaks with legendary investor Ray Dalio of Bridgewater Associates.
As Bridgewater Associates founder Ray Dalio told the Sohn Hearts & Minds conference on Friday, there are only two big horses in the world economy — the US and China.
Two of the world's most respected and influential investors have expressed confidence in the durability of China's economy, boosting hopes Australia's largest trading partner will underpin global growth and asset prices for years to come.
Oaktree Capital Management co-founder Howard Marks presents a cool evaluation of modern monetary theory or MMT: he declines to ridicule it but acknowledges he struggles to under- stand how it doesn’t cause devastating currency responses.
Developed economies are not heading for another debt reckoning or recession, but are in a risky environment where governments are likely to print money to fund their spending, warns Ray Dalio, the founder of $180bn giant hedge fund Bridgewater Associates.
The majority of investors who attend the Sohn Hearts & Minds conferences in Australia are there to learn about the dozen or so stock tips from leading fund managers as well as make very large donations to a range of medical research institutes.
The world’s top investors say ‘‘free money’’ policies have reached their limits and they fear central banks and governments could resort to printing money to finance spending, triggering currency instability across the developed world.
Increased government spending on infrastructure would help underwrite strong demand for mining stocks, according to Regal Funds Management’s Phil King who tipped ASX-listed Nickel Mines at the Sohn Hearts & Minds conference on Friday.
Hedge fund legend Ray Dalio says we are entering "a risky environment" in which investors will need to find a safe store of value as major economies draw closer to printing money to finance government spending.
Phil King of Regal Funds Management has tipped ASX-listed nickel company Nickel Mines in the Sohn Hearts & Minds conference in Sydney today.
Veteran investor Howard Marks says the abandonment of the WeWork float, the poor performance of US IPOs in 2019 and the punishment of bad news in US debt markets are all early signs that discipline is starting to return to financial markets, and investors may no longer be rewarded for holding the riskiest assets.
Tribeca Investments fund manager Jun Bei Liu has recommended A2 milk for its potential expansion in the China market at the Sohn Hearts & Minds Conference in Sydney on Friday.
Nick Griffin at Munro Partners has tipped TradeDesk as the next big thing in media, at the Sohn Hearts & Minds Conference in Sydney on Friday.
When Nick Griffin was preparing to take the stage at the Sohn Hearts and Minds conference last year, he was tempted to go for a relatively unknown but vitally important player in the tech process.
Cathie Wood's controversial calls on Tesla have made her a target. But she's not backing down, and she's got a message about broker research.
A new professorial chair of medical research in Sydney is to be endowed to the tune of $20 million, in an unconventional move by its wealthy board.
Philip King might seem an unlikely ally for Reserve Bank governor Philip Lowe.
Montaka's CIO says he would never release a damaging report on one of the companies his fund is shorting, but warns executives raise suspicion if they refuse to meet with hedge funds.
Buy now pay later providers like Afterpay and Klarna are risky businesses operating in a "fuzzy legal area", and are likely to be regulated in coming years or be swamped by larger companies, says US fintech investor Beeneet Kothari.
Beeneet Kothari, the New York hedge fund manager who pitched the best-performing stock recommendation in 2018 — has warned investors of the risks faced by one of Australia’s favourite tech stocks, Afterpay Touch.
The top-performing fund manager from last year's Conference has criticised the buy now, pay later sector as operating in a "fuzzy" regulatory zone and engaging in a game of trying to be acquired before a regulatory crackdown.
Tribeca Investment Partners’ Jun Bei Liu provided one of the star performers for last year’s Conference with China-based education group New Oriental Education and Technology, which has gained 81 per cent in the last year.
TDM's Hamish Corlett reckons the reversal of fortunes for the once high-flying WeWork may be a reality check for fast-growing private companies with complex ownership structures, and the torrent of money that has propelled valuations ever higher.
Stock-picker with Airlie Funds Management Emma Fisher says the infrastructure boom is an economic fizzer with scant evidence that many companies are benefiting from the publicly funded projects.
Rob Kapito, the head of the world's largest money manager BlackRock, says there is more than $US50 trillion in cash sitting idle in portfolios around the world due to a lack of investment opportunities and weak returns.
Rob Kapito, co-founder of $10 trillion investment giant BlackRock, says a global shortage of investable assets will help the sharemarket grind higher over the long term as dips in equity and bond markets are quickly met by investors hungry for returns.
The biggest problem in today’s investment markets is the shortage of assets with too much cash sitting on the sidelines wanting to invest, according to BlackRock co-founder and president Rob Kapito.
Legendary bond market investor Howard Marks has seen a lot of things during his glittering career in financial markets, but a trade war between the world's two largest economic superpowers is not one of them.
Oaktree Capital’s Howard Marks has warned that it is time to take a defensive approach to investing, opting for bonds over stocks, investing in the US rather than emerging markets and choosing larger, more stable companies to invest in over smaller growth stocks.
Oaktree Capital Group co-founder Howard Marks says the Federal Reserve was wrong to cut rates last month. Why? Because more monetary stimulus will just boost asset prices further, making the rich richer without benefiting savers.
Hedge fund legend Ray Dalio fears further interest rate cuts by the Reserve Bank of Australia could further inflate the "mini bubble" in property, and that it will all end in tears.
“I have to be a realist. I am paid to be accurate, not to be a pessimist or an optimist,” says Ray Dalio as he explains why the world today is very similar to the Depression years in the 1930s.
Ray Dalio knows more about Australia than most macro hedge funds that have been betting the lucky country's fortunes will change.
When the founder and co-chairman of the world’s largest hedge fund likens the global environment to that of the 1930s and sees the current tensions between the US and China as something wider, more permanent and more threatening than a trade conflict it is disconcerting.
The US-based Duke University psychology and behavioural economics professor won't publicly reveal the Fortune 500 companies he advises, but is reportedly often called upon by high-profile business executives for his insights.
Leading fund managers have gathered in Melbourne's Hamer Hall for the third Australian Sohn Hearts and Minds investment leaders conference.
It took nearly 10 years for Tribeca Investment Partners to regain its independence. But since buying back the firm in August the founders have wasted no time.
In the world of macro hedge funds Scott Bessent could be regarded as royalty. The 55-year-old from South Carolina has worked alongside luminaries of the industry such as George Soros, Stanley Druckenmiller and Jim Chanos, orchestrating some of the most fabled bets in recent markets history.
When Kok Hoi Wong analyses a stock, he's not just concerned with next year's earnings. The APS Asset Management chief investment officer frequently finds himself playing detective and fact-checking by doing his own sleuthing.
Hold your nerve. The trends of software infiltrating every industry, and every company becoming a tech company - are only just beginning.
A gap year three years into his medical career at Melbourne’s St Vincent’s Hospital arguably laid the foundation for Brian McNamee to lead Australia’s most successful biopharmaceutical company, CSL.
Two potential private equity deals worth $4.6 billion do not yet spell the start of a new takeover boom, but there are at least signs that at last Australia is joining the offshore deal trend.
When Leah Zell, one of the world's most highly regarded international small cap investors, took the stage at the Sohn Hearts and Minds conference in Sydney two years ago, she memorably presented a Turkish supermarket, BIM, as one of the best ideas in her universe.
Enterprise software companies such as Australian trailblazer Atlassian will increasing replace consumer-focused technology firms as the hottest tech stocks of the future, according to a leading New York fund manager.
It may be one of the fastest boutique fund management builds seen in Australia. Long-short manager Firetrail Investments announced this week that it is already profitable, just over six months since opening its doors. And by the close of the September quarter next week it expects to announce the funds under management have “comfortably passed” $2 billion.
Financier and philanthropist Michael Milken says investors are "dramatically underestimating the risks" of putting their money into investment grade bonds.
It is 17,000km from Wall Street to Melbourne’s Flemington Road but it didn’t stop billionaire financier and philanthropist Michael Milken yesterday declaring the tyranny of distance dead.
Star American philanthropist Michael Milken has urged Australians not to fear the rise of Amazon but be inspired by the unprecedented ability to view everyone in the world as a potential customer because of the digital technology revolution.
Billionaire philanthropist Mike Milken has played down the threat posed by trade tensions sparked by United States President Donald Trump, and warned that global tech giants will eventually be regulated.
Philanthropist Michael Milken has urged governments not to consider a universal basic income as a solution to the automation of the workforce, but to focus on subsidised housing, education, healthcare and childcare.
Michael Milken has been described as man who has played an “outsized role” in American life. Yet even this seems an understatement for the 72-year-old Wall Street financier-turned-philanthropist.
The rapid rise of personalised medicine and associated better pricing for health insurance cover flowing from cutting-edge technologies such as genomics will provide exciting new investment opportunities, according to one of the nation’s top global equities managers.
One of Australia's most successful fund managers, Peter Cooper, first tried meditation about 30 years ago when he was incredibly stressed out. He picked up a book, sat in a room and tried to focus.
Speedcast International affirmed guidance of $US155 million only last May. But announcing its half-year results on Tuesday, that guidance fell by at least $US10 million, sending its shares crashing 37.4 per cent.
The Australian public will get the opportunity to bankroll the best investment ideas from leading local and international fund managers while supporting medical research, in a new $100 million listed investment company.
Riding the technology wave as an investment strategy can be a highly effective way to avoid the buffeting winds of uncertainties such as trade policy, says Regal Funds Management's Philip King.
Sydney's most illustrious hedge funds – Caledonia, Regal and VGI Partners – have topped the charts with the best-performing stock picks at the 2017 Sohn Hearts and Minds charity conference.
Star American philanthropist Michael Milken will make his first visit to Australia in almost a decade next month as part of a fresh push by the leaders of the annual Sohn Hearts & Minds investment conference to increase corporate support for medical research.
Geopolitical tension, soaring debt and the withdrawal of support by central banks are top of mind issues for investors, according to high profile businessman and director Gary Weiss.
Mr Milken, the man credited with pioneering the high-yield bond market in the 1980s will speak at two events held in Sydney and Melbourne in September as a curtain raiser to the Sohn Hearts & Minds Investment Leaders conference.
Former prime minister Paul Keating's prediction that the bull market can be pierced by a "Minsky moment"-style collapse has an element of truth, economists agree, but will be almost impossible to avert.
It costs $3000 to attend, but few along at Sydney’s second Sohn Hearts & Minds Investment Leaders Conference would say it was anything but a bargain. The event moves the market.
Australia must diversify its economy away from coal exports to thrive in a modern economy as renewable energy costs plummet and investment in new coal-fired plants falls to zero, inventor and former Microsoft executive Ramez Naam, warned yesterday.
At the Sohn Hearts & Minds conference held in Sydney on Friday leading fund managers from Australia and around the world share their best investment ideas to raise millions of dollars for medical research.
Investors of today were “investing in the age of longevity,” UK entrepreneur and philanthropist, Jim Mellon, told the Sohn Hearts & Minds conference yesterday.
Former Prime Minister Paul Keating has slammed the Turnbull Government’s foreign policy as “barren” with no new ideas except to fall in line with US policy, while China was well on the way to becoming the world’s largest economy.
Some of the market's top experts claim that investors are underestimating how the accelerated pace of technological disruption will affect investment returns.
The event moves the market. Just ask Virgin Australia boss John Borghetti. Stock in his airline popped 13 per cent.
Heart surgeon Nikki Stamp cut straight to the point when she opened the 2017 Sohn Hearts & Minds investment conference in Sydney with the blunt declaration "we're all here to make money".
The rising importance of technology was the key theme of the second annual Sohn Hearts & Minds conference yesterday with Google a clear favourite because of its leadership role in artificial intelligence.
The AFR shares some of the best ideas from the 2017 Sohn Hearts & Minds Conference
If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?
If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?
Anticipation is positively febrile ahead of the second Sohn Hearts & Minds conference at Sydney's Opera House on Friday.
Philanthropic donations will play an increasing role in funding medical research in Australia, according to Bob Graham, executive director of the Victor Chang Cardiac Research Institute.
The architect of compulsory superannuation, former prime minister Paul Keating, has warned against the government wresting control of default contributions from the private sector, saying it would probably be a temporary move before a monopoly was sold back to the public.
A day after ride-sharing company Uber agreed to sell $US10 billion in shares as the precursor to a stockmarket listing, one of Silicon Valley's rising stars claimed the Uber investors were about 10 years too late.
The charitable foundation of the late billionaire healthcare entrepreneur Paul Ramsay is set to back a novel investment product launched to capitalise on interest in the ideas of the top stock pickers presenting at the Sohn Hearts & Minds conference next week.
The Paul Ramsay Foundation is tipping the first $10 million into a new "fund" that will track the top picks to come out of next week's Sohn Hearts & Minds conference.
Auscap Asset Management founder Tim Carleton was overseas on holidays last year when he heard of Britain’s vote to leave the EU.
Jim Mellon describes himself as an "opportunistic, competent, plagiarist" investor. "I'll take anyone's ideas," says the man that has often been described as Britain's version of Warren Buffet.
Melbourne-based fund manager Peter Cooper has a simple formula for picking stocks — a pathway of value options with people he trusts — and he applies the same formula around the world.
On 30 September, 2008, the US National Debt clock installed at New York's Times Square ran out of numbers as it ticked over $US10 trillion. In the midst of the worst financial crisis of a generation, that moment came to symbolise the alarming lack of control over public finances that would lead the Western world to doom.
One of Asia's leading hedge fund investors says institutions will only embrace cryptocurrencies once they can get comfort their holdings can't be stolen by hackers.
The Capital Group is one of the oldest and most successful asset managers in the world. Founded in 1931, it has accumulated $1.5 trillion of assets by beating the market with an intense devotion to rigorous research.
To be successful at picking Australian stocks, Greencape Capital's Matt Ryland says you have to travel with the world.
Facebook and Google are the most “over-owned” stock on the planet but could easily halve in value, British billionaire Jim Mellon believes.
Jim Mellon is on his balcony in Ibiza, talking about the joys of a long and healthy life. At 60, he’s only halfway through what he expects will be commonplace pretty soon – an average lifespan of 110 or 120 years.
Richard Goyder, who heads one of the nation’s most generous corporates, Wesfarmers, says that working with the community is more important than it has ever been. But he says the challenge is to “make the (philanthropy) money more efficient”.
The next wave of successful tech start-ups will be those that can modernise lumbering corporate giants, governments and the healthcare sector, according to prominent Silicon Valley venture capitalist Joe Lonsdale.
Kerr Neilson has cemented his reputation as one of Australia's top investors, triumphing in the Sohn Hearts & Minds charity stock picking competition.
Watch Professor Bob Graham, Executive Director at Victor Chang Cardiac Research Institute chat live on Sky News about Sohn Hearts & Minds.
Sydney businessman Gary Weiss admits to being uncertain last year about whether New York’s Sohn conference, where fund managers give their investment tips to raise money for medical charities, would work in Australia.
Macquarie Investment Management's head of equities Patrick Hodgens says his most successful stock pick was buying Macquarie Group almost 25 years ago but last year he identified another big winner: New Zealand telco Chorus.
Apologies to Caledonia's chairman Mark Nelson – his best investors were somewhat miffed to read on Tuesday morning that his best investors had gathered at the Art Gallery of NSW on Monday evening to hear from Challenger CEO Brian Benario and Zillow boss Spencer Rascoff. Their invites said Tuesday night!
It's time to roll the dice on Macau again, says star Hong Kong fund manager John Ho of Janchor Partners.
The stock-picking luminaries at this year’s Sohn Australia Hearts & Minds investment leaders’ conference didn’t need to grab investors by the delicate bits to lure them to the sunlit uplands: judging from Monday’s share reaction, punters readily followed their expert advice.
The five most provocative investment ideas from top fund managers the Sohn Hearts & Minds conference.
Howard Marks says the "jury is out" as to what the shock election of Donald Trump as US president means for the economy and financial markets.
Former Australian Prime Minister Paul Keating has depicted the election of Donald Trump as US president as the predictable result of the breakdown of global capitalism.
Chicago small-cap specialist Leah Zell has recommended BIM, Turkey’s answer to Aldi, as her stock pick for the first Sohn Hearts & Minds conference in Sydney yesterday.
Investors seeking the one pearl of wisdom to come out of the gathering in Sydney on Friday attended by several hundred outstanding fund managers can forget about the wisdom of crowds.
The fund manager who made a five-fold return on investment from backing Chinese internet retail giant Alibaba is now making a long term bet on Medibank Private.
The thought of Victor Chang Research Institute executive director Bob Graham kissing New Zealand-born businessman Gary Weiss just boggles the mind.
The global investment charity event, set up in memory of a young Wall Street trader that died of cancer, has formed a partnership the Hearts & Minds Investment Leaders event which was inspired by New York's world famous investment event.
Mr Grounds argues that next month's Hearts & Minds Investors Leaders Conference – at which top global and local fund managers will share their best investment ideas with attendees – recognises that investors can no longer hope to make money simply from a rising market.
Charities need to rethink how they raise funds and give something back to donors, particularly well-heeled ones, rather than it just being a one-way street, says Monash University chancellor and former AMP chairman Simon McKeon.
Magellan Financial group chief executive Hamish Douglass has a cardinal rule — no stock tips.
Shane Finemore's journey from country New South Wales to running a multi-billion dollar global hedge fund is an Australian investment success story.
Don't write the obituaries of Australia's hobbling media giants just yet. That's the message from Edgar Lee, a senior portfolio manager of Oaktree, and former Nine Entertainment board member.
Chicago-born fund manager Leah Zell started her career as an academic but soon decided to “join the family business” and become an investor.
Legendary fund manager Howard Marks has some sage advice to investors that are struggling to find bargains in a world of inflated asset prices – "it's tough but you have to stick with your creed".
