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Anthony Scaramucci says everyone in Trump's orbit hates him
“The Mooch”, as he’s affectionately known, is a man in high demand. He’s flown into Sydney to headline the Sohn Hearts & Minds conference at the Opera House, an investment community jamboree that raises money for charity. He landed in London the night before, and will leave Sydney the next day for the brutal 24-hour return to New York.
Queenstown to host 2026 Sohn Hearts & Minds Conference
We're thrilled to announce Queenstown, New Zealand, as the destination for the 2026 Investment Leaders Conference, to be held on Friday 6 November.
10 top stock picks from Sohn Hearts & Minds conference 2025
Global fund managers gathered at the 2025 Sohn Hearts & Minds conference to pitch their best stock ideas. Here are all 10 tips in the order they were presented.
The 9 hottest stock tips from this year’s Sohn fund managers
Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.
Third Point’s Loeb leads bullish investors despite stock slump
Major investors say the global economy is strong enough to withstand a bubble in artificial intelligence and turmoil in private credit markets despite a sharp fall on Wall Street and the ASX over the past week.
Net zero move good, but Libs need ‘north star’: Lord Hintze
Michael Hintze, one of Australia’s richest international billionaires and donor to conservative parties, says the Liberals are lacking a “north star” but dumping net zero was a smart move.
Activism without proxy fights is like ‘Catholicism without hell’: Loeb
An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.
Forget Trump volatility says top investor and focus on China threat to Australia
Australian investors should be more worried about China than sweating on Federal Reserve independence and other market obsessions to do with Donald Trump, says billionaire conservative Baron Michael Hintze.
'Here to pitch the parent company': Jim Chalmers' Sohn pick
The federal treasurer got into the spirit of the Sohn Hearts & Minds event with a big-picture investment tip – and a dig at our nation’s fundies.
Square Peg's Ben Hensman names top picks in a hot tech sector
“We’re really looking for people who have that strong growth arc. Even though they’ve reached material scale, they’re still changing and moulding their company to move really fast, and they’re curious.”
The standout Conference stock picks of 2024
Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity
It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.
How to beat the market without owning Nvidia shares
Vihari Ross' global fund returned more than 20 per cent in the year to September 30 versus about 10 per cent for the benchmark without owning Nvidia, Meta, Tesla, Apple or Broadcom.
The 42pc gain that shows why Sohn is a stock picker’s delight
It turns out you could have outperformed the seemingly unstoppable magnificent seven tech stocks if you simply acted on the 11 stock picks at Sohn last year.
Meet the 2025 Conference Managers
Following a global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2025.
Munro Partners' Qiao Ma reveals AI investment strategy
Qiao Ma has a simple test for spotting the investment opportunities that will define the next decade. Take the technology apart and see what’s inside.
The Bull Market is Just Getting Started | In the Money with Amber Kanwar
“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. Nick joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion.
Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel
Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.
HM1 expands offshore with Prusik Investment Management
We’re thrilled to welcome Prusik Investment Management as our newest Core Fund Manager. With Tom Naughton at the helm, Prusik brings decades of experience investing in Asia’s dynamic markets.
Introducing the Hearts & Minds Ampersand
As we enter our next chapter, we wanted a brand that honours where we’ve come from and reflects where we’re going.
First Eagle’s Matthew McLennan on the monetary force that could be ‘rocket fuel’ for the Australian dollar
Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.
Marathon CIO Robert Mullin reveals why gold stocks are still undervalued
The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.
Hedge fund guru Michael Hintze can't out-trade machines but he can still 'out-invest' them
Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.
Billionaire hedge fund manager enacts ‘little short’ on the market
Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.
Stillpoint founder Eric Wong reveals major China tech investment strategy
Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.
