November 16, 2023

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

Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He’s pitching a stock at the Hearts & Minds conference, and ahead of his appearance he joins Bryce and Ren to discuss emerging markets, and two stock deep dives – Uni-President Enterprises Corporation and Kotak Mahindra Bank.

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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.

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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.

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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.

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Webster Financial ‘avoided the mistakes of US bank failures’

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.

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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

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

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.

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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

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

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

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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

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

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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.

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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.

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Advancing medicine is in Daniel MacArthur’s DNA

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

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

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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Five secrets to delivering the perfect pitch

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.

Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.

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Bond bullish on commodity stocks, uranium

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.

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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.

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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.

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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.

November 10, 2023

Big thinkers in hunt for brain cancer cure

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.

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Meet the Goldman Sachs legend shaking up venture capital

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.

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Tom Naughton - There's money in mi goreng | Prusik Investment

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.

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Why Chris Kourtis just bought CSL and ResMed

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.

November 3, 2023

Paradice and Lew on their love of medical research – and Greece

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.

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US bank run has slowed to a walk, but instability remains

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.

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Bryce and Ren from Equity Mates are joined by Rikki Bannan, Executive Director and Portfolio Manager at IFM Investors.

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Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

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.

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“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.

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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.

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Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

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.

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Influential New York hedge fund manager Ricky Sandler says no one is focused on picking interesting, idiosyncratic stocks.

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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.

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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.

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