Deltroit Asset Management
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Why this fundie is betting big on two losing companies
Speaking to the AFR before the SH&M conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.
It’s Trump I fear, says Putin’s nemesis
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.
This fundie fought Vladimir Putin. He says there can be no peace deal
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.
VCCRI: 'Heart in a Box'
An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.
‘Putin’s number one foreign enemy’ to address Aussie finance event
Bill Browder, 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 & Minds conference.
Putin critic and author Bill Browder to headline Sohn investor conference
Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.
Sohn Hearts & Minds looks beyond tech ahead of Hobart event
Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.
Impact Video: Cerebral Palsy Alliance
This video features Professor Nadia Badawi AM, Professor Alistair McEwan, Paul Rayson and others discussing the incredible impact our partnership will have.
New Partnership with Cerebral Palsy Alliance
We’re excited to announce a new partnership with the Cerebral Palsy Alliance and are proud to be supporting this important research.
Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
Sohn Hearts and Minds: The Australian Fund Manager Coverage
Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.
Here comes the Sohn: big names battle over conference music
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.
The Millennial fund manager who pounded the table on Afterpay
Firetrail's rising star Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.
How rigorous research built a $US141bn company, Moderna
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.
Moderna’s miracle and why mRNA is the new powerhouse of medicine
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.
Why this tech stockpicker is patient on China, bullish on bitcoin
Conference Fund Manager, 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.
Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Charlie Munger’s magic is in what he doesn’t do
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
How Warren Buffett’s trusted man Charlie Munger was won over
Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Australian breakthrough to stop heart arteries from clogging
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Invest like the Best Podcast: Howard Marks
Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.
Beneficiary Profile: Victor Chang
Cardiovascular disease is the number one cause of death globally and costs the Australian economy $12 billion each year. Every 12 minutes, one Australian dies from the disease. This is why the Victor Chang Cardiac Research Institute is dedicated to finding cures through their world class research.
Silent wave' of brain damage could follow pandemic
Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus.
The man in the Hearts & Minds investment engine room
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Beneficiary Profile: Black Dog Institute
1 in 5 of us will experience symptoms of mental illness in any given year. In Australia that’s around 5 million people. And roughly 60% of these people won’t seek help. Learn what Black Dog is doing to create a mentally healthier world for everyone.
Beneficiary Profile: RPA Green Light
Emergency departments are the frontline of health care, with one in seven Australians seeking help from a hospital emergency department every year. Our medical staff depend on research findings to help inform their responses to urgent patient needs.
