1851 Capital
Australian small companies specialist
https://1851capital.com.au/
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Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.
Nick Griffin on how he finds global winners
In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro.
How this hedge fund pulled off 2023’s ‘big short’
Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.
Beware the pitfalls of investing in healthcare, says IFM boss
“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 ahead of her appearance at the Sohn Hearts & Minds Conference 2023.
How A/Prof Matt Call is teaching our body to kill cancer
In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells.
Secret to a long life cheaper than you think celebrity physician Peter Attia reveals
Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
‘Volatility is opportunity’: why this manager loves shorting stocks
Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.
Investors Sweeten On Hedge Funds As Rates Climb
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.
Stock Stars Look Under The Surface
Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17.
Top Ny Stock Picker Warns Inflation To Remain Above Pre-Covid Levels
Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.
Recap on our Australian portfolio holdings
Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.
New Relic
New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.
The Artificial Intelligence Era
The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.
Investors can’t agree how to value the world’s hottest stock
Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.
The key characteristics Zenith looks for when rating funds
David Wright, Co-founder of Zenith Investment Partners and member of HM1 Investment Committee recently spoke with Livewire about key characteristics Zenith looks for when rating funds.
Artificial intelligence gives new hope for sufferers of severe heart problem
New AI software can improve the diagnosis of severe aortic stenosis by 72% and could potentially change the lives of about 50,000 Australians with the life-threatening condition.
TDM Growth Partners feature two high conviction stocks: Rokt and Guzman y Gomez
TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.
Introducing our new Chief Investment Officer, Charlie Lanchester
We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.
Bringing Equity and Diversity to Genomic Medicine
Professor Daniel MacArthur, Director of the Centre for Population Genomics has big goals to bring equity and diversity into genomic medicine in Australia, something surprisingly inadequate presently.
Why Transurban will always be one step ahead of inflation
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
Don’t rush to invest yet, fund manager tells Sohn event
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.
Hearts racing: Rich listers rendezvous for speed-dating style stock picking
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.
How MONA’s David Walsh shocked our top stock pickers
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
Why Sohn’s top stock pickers want investors to play it safe
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.
