Samir Mehta
Samir has over 34 years’ industry experience and joined JOHCM in May 2011. Prior to joining JOHCM, he was a Partner and Chief Investment Officer (CIO) at a firm specialising in Asian equities – Silver Metis Capital Management Pte Ltd. Samir was previously at Lloyd George Management where he worked as CIO. Prior to joining LGM, he worked at Peregrine Securities and ANZ Grindlays Bank for close to eight years as an Analyst specialising in India.Samir is a CFA Charterholder and holds a BCom from Bombay University.
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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.
Low debt counts for everything, says Perpetual’s Aboud
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.
Perpetual’s Aboud says bet on balance sheets in turbulent markets
Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.
How Gerry Cardinale of RedBird Capital tries to double his money investing in sport
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.
Think outside the box for green investment opportunities
James Miller, 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.
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
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.
