September 5, 2024

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

In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM sit down with Maggie O'Neill to share candid stories and reflections on building Hearts & Minds and creating the unique philanthropic model that has donated nearly $70 million to advance medical research.

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Explore their decades-long partnership and the journey to creating a lasting legacy.

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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

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

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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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

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

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 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.

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

November 17, 2023

Premier investment conference to be held in Adelaide

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.