Vihari Ross
Vihari Ross has over two decades of experience in investment management working across large institutions and boutique investment managers. She is currently a Portfolio Manager with global coverage at Antipodes Partners, a specialist equities firm managing over $10 billion on behalf of Australian and international investors. Prior to joining Antipodes, Vihari was a senior investment team member at Magellan Financial Group where she spent over 15 years. She was head of research, responsible for the management of the 30-person global research team prior to her departure, and during this time, she designed the Magellan Core Global strategy and was the Fund’s portfolio manager. Earlier in her career at Magellan, Vihari was sector head of franchises (consumer) and covered the financial and consumer sectors as an investment analyst.From 2003-2007 Vihari was at Ausbil Dexia, responsible for coverage of the financial and consumer sectors as well as quantitative analysis. She commenced her investing career at Commonwealth Investment Management in a strategy and research role. Vihari holds a Bachelor of Commerce (Actuarial Studies and Finance) and a Master of Commerce (Finance) from the University of New South Wales and is an Associate of the Institute of Actuaries.

Related Insights
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.
2Fold: Investing for Impact - Michael Traill AM
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.
Behind the mega-themes shaping top stockpickers
These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.

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.
Fund managers go global for top Sohn conference stock picks over Aussie companies
SH&M had before Friday’s event made more than $40m in collective donations to medical research.
Fundies and billionaires party in Hobart
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.
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.
Five years on, what are the best Sohn stock picks to date?
Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.
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.
.avif)
Tim Carleton is backing the Aussie dream all the way
Carleton’s conviction will be on full display on Friday when he makes his third appearance at the Sohn Hearts & Minds Conference, where stock-pickers share their best ideas in the name of medical research.
.jpg)
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 on luxury as recession fears mount
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
This fundie couldn’t be happier with her portfolio
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.

Equity Mates: Ricky Sandler, Eminence Capital
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about launching the $5.7bn asset manager, changing market structures and why he's participating in the SH&M conference.
Why the sell-off in big tech looks overdone
Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.
Fortune favours the brave in China
An increasing intransigence from authorities in Beijing toward private enterprise and harsh pandemic restrictions might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.
Auscap Asset Management founder sticks to a winning formula
When Auscap Asset Management founder Tim Carleton tips a stock at the Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.
Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper
One of Australia's most influential fund managers warns that investment markets have entered a “new phase” that is set to test the financial system.

Why Peter Cooper can’t wait for the next 30 years on markets
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
How BHP’s appointment of Ken MacKenzie won over fund manager Peter Cooper again
Ken MacKenzie's appointment as chairman of BHP five years ago was a sign for fund manager Peter Cooper to move back into the mining giant.
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.
Why this fundie is calling the peak for CBA shares
Jun Bei Liu is the lead Portfolio Manager at Tribeca Alpha Plus Fund and is set to present an investment idea at the Sohn Hearts & Minds Conference in Hobart on November 18.

‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond
Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.
Regal hedge fund manager says resources stocks are still cheap
Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.

Volatility creates opportunity – the 5 ASX stocks we like right now
Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.
WEHI: Art of Science Online Exhibition 2022
WEHI has officially opened their interactive online exhibition, Art of Science, which features incredible biomedical images from WEHI researchers.
PMRI: Digital Education Platform Project - Pain Management
PMRI is developing digital pain education to support the emerging, current and future health workforce and improve the lives of patients with chronic pain.
This fund manager thinks the RBA got it right in moderating rate rises
The WaveStone principal says retail will drop away but quality operators will find a way through. Catherine Allfrey will be speaking at this year's Sohn Hearts & Minds Conference.
WaveStone Capital's Catherine Allfrey warns of profit downgrades to come as downturn hits
Catherine Allfrey of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart, raising funds for medical research.
‘He doesn’t negotiate’: Russia’s foreign enemy No.1 on what makes Putin tick
He is Russia’s anti-corruption crusader and oligarch hunter. But it’s Browder's title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.
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.

What stock will Sohn’s top picker choose next?
On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.
.avif)
Equity Mates: Tim Carleton, Auscap Asset Management
Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.
Why this fundie doesn’t fear the Fed
In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

Phil King's top themes and some stock ideas to play them
Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.
Conservative Australian sports leagues are ‘letting investment opportunities pass them’
Australia’s sports leagues need to be more open to private equity investment or risk falling behind.
How venture capital and star power built one of sport’s hot new brands
When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.
Talking Tech: Matt Berriman, Founder of RealVC
Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

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.
WEHI: Say Hi to the life-saving impact of medical research discoveries
HM1 beneficiary Walter and Eliza Hall Institute recently released a video dedicated to the life-saving impact of long-term medical research discoveries.
‘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.

The Global View: Volatility delivering the goods for stock pickers
Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.
Cerebral Palsy Alliance: Changing the GAME
A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).

Auscap: The high quality retailer trading at a bargain
2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.