Eleven stock tips from Sohn to get you through 2025

“There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.
Ellerston Capital's Chris Kourtis says things will improve at embattled fund manager Perpetual. Picture: Ben Searcy Photography

Jonathan Shapiro, Joshua Peach and Daniel Arbon

Eleven stock tips from Sohn to get you through 2025

November 15, 2024
“There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.
Read Transcript

Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead.

As always, it can be hit-and-miss. Last year’s top stock picker Rikki Bannon chose Telix Pharmaceuticals, which makes prostate cancer imaging drug Illuccix. It has risen 150 per cent since.

Last year’s worst? Tribeca Investment Partners’ Jun Bei Liu chose Chinese variety store chain Miniso Group. Its shares have slumped a third. Ricky Sandler, of Eminence Capital, suggested a short on printer and cameras group Canon. Shares are up more than 30 per cent.

This year, Sohn was on tour for the third time in its nine-year history. The South Australian government made its own value investment by pumping a rumoured $500,000 into the event, in return for donations for local medical research and the chance to burnish its credentials as an investment hub.

The event has raised $70 million for medical research since its launch.

There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.

Perpetual

Chris Kourtis, Ellerston Capital

Donning a white lab coat, Mr Kourtis named wealth giant Perpetual as his pick of the year, adding that the “patient” was suffering from a “severe case of shareholder wealth destruction”.

“The problem has been very poor leadership at the very top, poor capital allocation and woeful execution,” he said. The funds management hall of famer, who has a reputation for picking up out-of-favour ASX stocks for cheap, said Perpetual shareholders were “feeling a little bit like the mayor of Hiroshima from ’45.” Shares have halved in the past four years.

Despite that, Kourtis said the stock was currently his largest position in the fund. Perpetual is in the midst of a demerger, having agreed to sell its valued corporate trust and wealth units to buyout fund KKR.

“If this [KKR] deal goes ahead, shareholders are going to receive about a billion dollars,” he said. “It’s trading at a massive discount to its peer group … [Perpetual is] the cheapest listed asset manager of scale in the universe.”

When Kourtis stepped onto the stage at last year’s Sohn Hearts & Minds event in Sydney, he named ASX health-tech ResMed, saying concerns that weight-loss drugs such as Ozempic would reduce the need for the company’s sleep apnoea products were overblown. ResMed would subsequently rebound 60 per cent.

Corporate Travel Management

Rikki Bannan, IFM Investors

IFM Investors’ Rikki Bannan. Picture: Ben Searcy Photography

Corporate Travel Management shares have slid more than 30 per cent since the start of the year, making the battered company travel specialist an attractive proposition, says Bannan, who invests on behalf of the country’s largest industry superannuation funds.

It is the second time Corporate Travel has been pitched at Sohn, although the first time, in 2016, it was a short idea from Perpetual’s Anthony Aboud, who was pessimistic about the company’s prospects.

One good reason to listen to Bannan is her pick last year: Telix Pharmaceuticals. Shares have surged 150 per cent since then, making it the best stock idea. She says the market has “simply become too negative on the earnings outlook” at Corporate Travel.

‍BlackLine

Sumit Gautam, Scalar Gauge Fund

The Dallas-based hedge fund manager has put a number on the upside of the Nasdaq-listed software stock’s $US3.8 billion ($5.9 billion) market capitalisation: 85 per cent. BlackLine’s software makes back-office administration easy, and Guatum says earnings are about to explode.

“The company is addressing the back-office needs for the controller. They’re helping companies do monthly reconciliation and a lot of other back-office functions,” he says. “In a few years’ time, you’re going to be able to get to somewhere about $US370 million of EBITDA … This is a very, very high-quality company. And we think that because of the margin improvement and valuation today.”

‍Airbus SE

Vihari Ross, Antipodes

Vihari Ross at the Sohn conference. Picture: Ben Searcy Photography

Boeing’s woes are helping its big European rival, says Ross, the former head of research at Magellan Financial. The French aircraft manufacturer is her pick for the year, having come through a “turbulent period” itself.

“They operate in a duopoly, and they are a leader in short-haul travel,” she says. “As ubiquitous as travel is for us as Australians, this is still to be unlocked in other parts of the world.

“As incomes grow, people’s desire to travel increases.

There’s going to be 4 billion additional passenger journeys over the next 20 years, and that’s going to be driven particularly by emerging markets.”

Airbus, she notes, is the leader in narrow-body planes.

Estée Lauder

Fleur Wright, Northcape Capital

Fleur Wright, a portfolio manager and analyst at Northcape Capital picks Estée Lauder. Picture: Ben Searcy Photography

“Beauty is big business,” says former UBS banker turned global equities portfolio manager Fleur Wright. “[Estée Lauder] is a great example of the type of high-quality business I like to invest in.”

Wright says she is taking advantage of an 80 per cent slump in Estée Lauder’s share price to buy. Shares fell as Chinese buyers stayed away from the brand.

“I’m here to tell you that the worst is over. Estée Lauder remains a quality business, and I’m buying it again,” says Wright. “Even though cosmetics are usually considered a consumer discretionary item, they have actually historically behaved more like a staple. We have a whole new senior management team ready to take Estée Lauder to the next level.”

‍Eli Lilly and Company

Alex Pollak, Loftus Peak

Loftus Peak’s Alex Pollak at the conference. Picture: Ben Searcy Photography

A fund manager who specialises in disruption, Pollak names weight-loss drug manufacturer Eli Lilly as his pick of the year. And that’s after the share price more than doubled on the success of drugs that help reduce weight.

“Our view is that Lilly is cheap … because no one’s really done the investment arithmetic on what the size of the target addressable market for Lilly is. Let me tell you, it is absolutely huge,” says Pollak, a former Macquarie banker who invested in hot semiconductor stock Nvidia in 2016.

Developed as a diabetes cure, Eli Lilly’s Zepbound drug is being considered a cure-all for a range of diseases – something Pollak thinks is still being ignored by the wider market.

‍DiDi Global

Beeneet Kothari, Tekne Capital Management

Beneet Kothari of Tekne Capital. Picture: Ben Searcy Photography

In his fifth pitch, the New York technology specialist says he is picking a stock so edgy that he had to “obtain an exemption, as it still trades on a non-major stock exchange”. The pitch is DiDi, the out-of-favour Chinese rideshare app. “We asked for this exemption because we think the stock is 100 per cent worth it,” says Kothari, who founded Tekne in 2012.

“We believe that both the magnitude and durability of its earnings power are misunderstood and mispriced.” DiDi, he says, has industry-leading profit growth, at three times its global peers’ average. The company was forced to delist in New York, but Kothari says he expects it to relist in Hong Kong.

Coeur Mining

Jeremy Bond, Terra Capital

Jeremy Bond, founder and chief investment officer at Terra Capital. Picture: Ben Searcy Photography

The co-founder of the Sydney global resources fund has chosen this New York-listed silver miner as the best way of getting into a bull market for the commodity, which he describes as gold’s poorer cousin.

“Buying Coeur Mining over the next year will not only get our exposure to a commodity we think will continue to go up, but you’re getting exposure to a company that is massively deleveraging and starting to really perform,” he says. Shares in the stock have already rallied more than 150 per cent in the last 12 months, but Bond says it has further to run.

“There could be some really explosive growth in silver … Silver is the one to own in a precious metal bull market.”

‍TransDigm

Jordan Katz, Advent Global Opportunities

Jordan Katz at the conference on Friday. Picture: Ben Searcy Photography

New York-listed plane parts manufacturer TransDigm is the top pick for this former JPMorgan banker turned aerospace and fintech specialist, who turned up on stage holding one of the company’s seatbelts.

They are in high demand from Airbus and Boeing, he says.

“When an airline buys a plane from Boeing or Airbus, they are simultaneously entering into an uncancellable 40-year subscription with TransDigm. Next time you’re sitting on a plane anywhere in the world, flip over the buckle, you’ll see the brand Amsafe – that’s a TransDigm subsidiary.” The company has a strong record of delivering returns, he adds.

‍Tencent Music

Samir Mehta, J O Hambro

Tencent Music is the “Sixto Rodriguez of streaming’ – a reference to the late hidden genius of folk rock. That’s the view of the Singapore-based senior portfolio manager, who says the Chinese group, 52 per cent owned by Tencent, is returning money to shareholders and growing at the same time.

So far this year, Tencent Music shares are up 24 per cent.

Mehta says that the company has bought back $US1 billion of stock and is buying back another $US500 million.

“Generating cash and buying back stock is not something that you associate with Chinese companies,” he says. “But there’s been a big change in attitude in many of them.”

Cellnex

Ricky Sandler, Eminence Capital

‍The Wall Street hedge fund manager is backing this Spanish telecommunications infrastructure operator and likening the company’s 100,000-odd cell tower assets to perpetual bonds.

“These are critical infrastructures, supporting a growth industry, between the growth of wireless users, and the growth of data which is about 15 or 20 per cent,” says Sandler, who founded Eminence in 1999.

“There’s a persistent need for both more capacity and more coverage.”

Cellnex has traded largely flat over the past few years, but Sandler forecasts a dramatic turnaround by 2026.

“The stock price would be $U66 or double over two years,” he says.

This article was originally posted by The Australian Financial Review here.

Licensed by Copyright Agency. You must not copy this work without permission.

Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead.

As always, it can be hit-and-miss. Last year’s top stock picker Rikki Bannon chose Telix Pharmaceuticals, which makes prostate cancer imaging drug Illuccix. It has risen 150 per cent since.

Last year’s worst? Tribeca Investment Partners’ Jun Bei Liu chose Chinese variety store chain Miniso Group. Its shares have slumped a third. Ricky Sandler, of Eminence Capital, suggested a short on printer and cameras group Canon. Shares are up more than 30 per cent.

This year, Sohn was on tour for the third time in its nine-year history. The South Australian government made its own value investment by pumping a rumoured $500,000 into the event, in return for donations for local medical research and the chance to burnish its credentials as an investment hub.

The event has raised $70 million for medical research since its launch.

There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.

Perpetual

Chris Kourtis, Ellerston Capital

Donning a white lab coat, Mr Kourtis named wealth giant Perpetual as his pick of the year, adding that the “patient” was suffering from a “severe case of shareholder wealth destruction”.

“The problem has been very poor leadership at the very top, poor capital allocation and woeful execution,” he said. The funds management hall of famer, who has a reputation for picking up out-of-favour ASX stocks for cheap, said Perpetual shareholders were “feeling a little bit like the mayor of Hiroshima from ’45.” Shares have halved in the past four years.

Despite that, Kourtis said the stock was currently his largest position in the fund. Perpetual is in the midst of a demerger, having agreed to sell its valued corporate trust and wealth units to buyout fund KKR.

“If this [KKR] deal goes ahead, shareholders are going to receive about a billion dollars,” he said. “It’s trading at a massive discount to its peer group … [Perpetual is] the cheapest listed asset manager of scale in the universe.”

When Kourtis stepped onto the stage at last year’s Sohn Hearts & Minds event in Sydney, he named ASX health-tech ResMed, saying concerns that weight-loss drugs such as Ozempic would reduce the need for the company’s sleep apnoea products were overblown. ResMed would subsequently rebound 60 per cent.

Corporate Travel Management

Rikki Bannan, IFM Investors

IFM Investors’ Rikki Bannan. Picture: Ben Searcy Photography

Corporate Travel Management shares have slid more than 30 per cent since the start of the year, making the battered company travel specialist an attractive proposition, says Bannan, who invests on behalf of the country’s largest industry superannuation funds.

It is the second time Corporate Travel has been pitched at Sohn, although the first time, in 2016, it was a short idea from Perpetual’s Anthony Aboud, who was pessimistic about the company’s prospects.

One good reason to listen to Bannan is her pick last year: Telix Pharmaceuticals. Shares have surged 150 per cent since then, making it the best stock idea. She says the market has “simply become too negative on the earnings outlook” at Corporate Travel.

‍BlackLine

Sumit Gautam, Scalar Gauge Fund

The Dallas-based hedge fund manager has put a number on the upside of the Nasdaq-listed software stock’s $US3.8 billion ($5.9 billion) market capitalisation: 85 per cent. BlackLine’s software makes back-office administration easy, and Guatum says earnings are about to explode.

“The company is addressing the back-office needs for the controller. They’re helping companies do monthly reconciliation and a lot of other back-office functions,” he says. “In a few years’ time, you’re going to be able to get to somewhere about $US370 million of EBITDA … This is a very, very high-quality company. And we think that because of the margin improvement and valuation today.”

‍Airbus SE

Vihari Ross, Antipodes

Vihari Ross at the Sohn conference. Picture: Ben Searcy Photography

Boeing’s woes are helping its big European rival, says Ross, the former head of research at Magellan Financial. The French aircraft manufacturer is her pick for the year, having come through a “turbulent period” itself.

“They operate in a duopoly, and they are a leader in short-haul travel,” she says. “As ubiquitous as travel is for us as Australians, this is still to be unlocked in other parts of the world.

“As incomes grow, people’s desire to travel increases.

There’s going to be 4 billion additional passenger journeys over the next 20 years, and that’s going to be driven particularly by emerging markets.”

Airbus, she notes, is the leader in narrow-body planes.

Estée Lauder

Fleur Wright, Northcape Capital

Fleur Wright, a portfolio manager and analyst at Northcape Capital picks Estée Lauder. Picture: Ben Searcy Photography

“Beauty is big business,” says former UBS banker turned global equities portfolio manager Fleur Wright. “[Estée Lauder] is a great example of the type of high-quality business I like to invest in.”

Wright says she is taking advantage of an 80 per cent slump in Estée Lauder’s share price to buy. Shares fell as Chinese buyers stayed away from the brand.

“I’m here to tell you that the worst is over. Estée Lauder remains a quality business, and I’m buying it again,” says Wright. “Even though cosmetics are usually considered a consumer discretionary item, they have actually historically behaved more like a staple. We have a whole new senior management team ready to take Estée Lauder to the next level.”

‍Eli Lilly and Company

Alex Pollak, Loftus Peak

Loftus Peak’s Alex Pollak at the conference. Picture: Ben Searcy Photography

A fund manager who specialises in disruption, Pollak names weight-loss drug manufacturer Eli Lilly as his pick of the year. And that’s after the share price more than doubled on the success of drugs that help reduce weight.

“Our view is that Lilly is cheap … because no one’s really done the investment arithmetic on what the size of the target addressable market for Lilly is. Let me tell you, it is absolutely huge,” says Pollak, a former Macquarie banker who invested in hot semiconductor stock Nvidia in 2016.

Developed as a diabetes cure, Eli Lilly’s Zepbound drug is being considered a cure-all for a range of diseases – something Pollak thinks is still being ignored by the wider market.

‍DiDi Global

Beeneet Kothari, Tekne Capital Management

Beneet Kothari of Tekne Capital. Picture: Ben Searcy Photography

In his fifth pitch, the New York technology specialist says he is picking a stock so edgy that he had to “obtain an exemption, as it still trades on a non-major stock exchange”. The pitch is DiDi, the out-of-favour Chinese rideshare app. “We asked for this exemption because we think the stock is 100 per cent worth it,” says Kothari, who founded Tekne in 2012.

“We believe that both the magnitude and durability of its earnings power are misunderstood and mispriced.” DiDi, he says, has industry-leading profit growth, at three times its global peers’ average. The company was forced to delist in New York, but Kothari says he expects it to relist in Hong Kong.

Coeur Mining

Jeremy Bond, Terra Capital

Jeremy Bond, founder and chief investment officer at Terra Capital. Picture: Ben Searcy Photography

The co-founder of the Sydney global resources fund has chosen this New York-listed silver miner as the best way of getting into a bull market for the commodity, which he describes as gold’s poorer cousin.

“Buying Coeur Mining over the next year will not only get our exposure to a commodity we think will continue to go up, but you’re getting exposure to a company that is massively deleveraging and starting to really perform,” he says. Shares in the stock have already rallied more than 150 per cent in the last 12 months, but Bond says it has further to run.

“There could be some really explosive growth in silver … Silver is the one to own in a precious metal bull market.”

‍TransDigm

Jordan Katz, Advent Global Opportunities

Jordan Katz at the conference on Friday. Picture: Ben Searcy Photography

New York-listed plane parts manufacturer TransDigm is the top pick for this former JPMorgan banker turned aerospace and fintech specialist, who turned up on stage holding one of the company’s seatbelts.

They are in high demand from Airbus and Boeing, he says.

“When an airline buys a plane from Boeing or Airbus, they are simultaneously entering into an uncancellable 40-year subscription with TransDigm. Next time you’re sitting on a plane anywhere in the world, flip over the buckle, you’ll see the brand Amsafe – that’s a TransDigm subsidiary.” The company has a strong record of delivering returns, he adds.

‍Tencent Music

Samir Mehta, J O Hambro

Tencent Music is the “Sixto Rodriguez of streaming’ – a reference to the late hidden genius of folk rock. That’s the view of the Singapore-based senior portfolio manager, who says the Chinese group, 52 per cent owned by Tencent, is returning money to shareholders and growing at the same time.

So far this year, Tencent Music shares are up 24 per cent.

Mehta says that the company has bought back $US1 billion of stock and is buying back another $US500 million.

“Generating cash and buying back stock is not something that you associate with Chinese companies,” he says. “But there’s been a big change in attitude in many of them.”

Cellnex

Ricky Sandler, Eminence Capital

‍The Wall Street hedge fund manager is backing this Spanish telecommunications infrastructure operator and likening the company’s 100,000-odd cell tower assets to perpetual bonds.

“These are critical infrastructures, supporting a growth industry, between the growth of wireless users, and the growth of data which is about 15 or 20 per cent,” says Sandler, who founded Eminence in 1999.

“There’s a persistent need for both more capacity and more coverage.”

Cellnex has traded largely flat over the past few years, but Sandler forecasts a dramatic turnaround by 2026.

“The stock price would be $U66 or double over two years,” he says.

This article was originally posted by The Australian Financial Review here.

Licensed by Copyright Agency. You must not copy this work without permission.

Disclaimer: This material has been prepared by Australian Financial Review, published on Nov 15, 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook
linkedin
All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
March 14, 2025

$1.4 million boost for SA medical research

South Australian medical research will receive a $1.4 million cash injection, as a direct result of a major investment and philanthropy conference held in Adelaide.

Read More
Anthony Scaramucci’s time in the White House was brief but memorable. APAnthony Scaramucci’s time in the White House was brief but memorable. APAnthony Scaramucci’s time in the White House was brief but memorable. APAnthony Scaramucci’s time in the White House was brief but memorable. AP
May 19, 2025

Why ‘The Mooch’ thinks Trump is more dangerous this time around

Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.

Read More
Image caption: Anthony “The Mooch” Scaramucci at the New York headquarters of his SkyBridge Capital last week. Picture: Jaclyn LichtImage caption: Anthony “The Mooch” Scaramucci at the New York headquarters of his SkyBridge Capital last week. Picture: Jaclyn LichtImage caption: Anthony “The Mooch” Scaramucci at the New York headquarters of his SkyBridge Capital last week. Picture: Jaclyn LichtImage caption: Anthony “The Mooch” Scaramucci at the New York headquarters of his SkyBridge Capital last week. Picture: Jaclyn Licht
May 19, 2025

My biggest mistake: Anthony Scaramucci on what makes Donald Trump tick

On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.

Read More
A bull case for Bitcoin even as it trades near record levels. Picture: AFPA bull case for Bitcoin even as it trades near record levels. Picture: AFPA bull case for Bitcoin even as it trades near record levels. Picture: AFPA bull case for Bitcoin even as it trades near record levels. Picture: AFP
May 19, 2025

Bitcoin ‘on track’ for $US200,000: Anthony Scaramucci

Bitcoin could hit as much as $US200,000 ($311,000) by the end of this year, fuelled by surging inflows into exchange-traded funds and Donald Trump’s erratic policymaking.

Read More
Anthony Scaramucci says America has no choice but to lower tariffs on China further. Jaclyn LichtAnthony Scaramucci says America has no choice but to lower tariffs on China further. Jaclyn LichtAnthony Scaramucci says America has no choice but to lower tariffs on China further. Jaclyn LichtAnthony Scaramucci says America has no choice but to lower tariffs on China further. Jaclyn Licht
May 19, 2025

‘The Mooch’ says Trump will have to cut China tariffs below 10pc

Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November.

Read More
December 19, 2024

Rikki Bannan – Don’t get caught up in momentum

Conference Fund Manager Rikki Bannan, Executive Director at IFM Investors, joins Equity Mates to discuss her standout 2023 stock pick, Telix, and explore what opportunities lie ahead.

Read More
Nick Moakes of the Wellcome Trust told the Sohn Hearts & Minds conference that some investors were too optimistic about a reduction in rates. Picture: Ben SearcyNick Moakes of the Wellcome Trust told the Sohn Hearts & Minds conference that some investors were too optimistic about a reduction in rates. Picture: Ben SearcyNick Moakes of the Wellcome Trust told the Sohn Hearts & Minds conference that some investors were too optimistic about a reduction in rates. Picture: Ben SearcyNick Moakes of the Wellcome Trust told the Sohn Hearts & Minds conference that some investors were too optimistic about a reduction in rates. Picture: Ben Searcy
November 20, 2024

Trump unifies top investors in decade-long bullish outlook for US

Nick Moakes, CIO of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.

Read More
Wall Street legend Howard Marks told the Sohn event that US exceptionalism would endure. Picture: Ben SearcyWall Street legend Howard Marks told the Sohn event that US exceptionalism would endure. Picture: Ben SearcyWall Street legend Howard Marks told the Sohn event that US exceptionalism would endure. Picture: Ben SearcyWall Street legend Howard Marks told the Sohn event that US exceptionalism would endure. Picture: Ben Searcy
November 17, 2024

Is anyone brave or stupid enough to bet against America?

Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.

Read More
November 15, 2024

Howard Marks and Sohn’s big stars reveal seven rules for investing

Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.

Read More
November 15, 2024

Sohn ASX stock pick: Ellerston Capital’s Chris Kourtis backs Perpetual

Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.

Read More
Markets will have to adjust to a world in which a new Donald Trump presidency will continue to ‘bash’ Xi Jinping’s China. Picture: AFPMarkets will have to adjust to a world in which a new Donald Trump presidency will continue to ‘bash’ Xi Jinping’s China. Picture: AFPMarkets will have to adjust to a world in which a new Donald Trump presidency will continue to ‘bash’ Xi Jinping’s China. Picture: AFPMarkets will have to adjust to a world in which a new Donald Trump presidency will continue to ‘bash’ Xi Jinping’s China. Picture: AFP
November 15, 2024

Sohn investors position for bullish but bumpy Trump ride

Australia and the rest of the world must adjust to a new Trump presidency that will deliver an expected bull market but also disruption, with the leader in waiting prepared to “create pain” to get his way.

Read More
November 15, 2024

Sohn stock picker experts name best shares to invest in for year ahead

‍Don’t overlook down and out silver miners, legacy skincare brands ready for a revival and a big financial company suffering from a severe case of shareholder wealth destruction.

Read More
November 15, 2024

Sohn: NYSE-listed Estee Lauder’s Northcape Capital pick

Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.

Read More
Mike Novogratz, CEO of Galaxy Digital. Photo: Jutharat Pinyodoonyachet/BloombergMike Novogratz, CEO of Galaxy Digital. Photo: Jutharat Pinyodoonyachet/BloombergMike Novogratz, CEO of Galaxy Digital. Photo: Jutharat Pinyodoonyachet/BloombergMike Novogratz, CEO of Galaxy Digital. Photo: Jutharat Pinyodoonyachet/Bloomberg
November 9, 2024

Galaxy Digital CEO Mike Novogratz believes bitcoin will hit $US100k

Bitcoin’s bounce to record highs in recent days is only the beginning of a fresh surge higher for cryptocurrency, says US billionaire Mike Novogratz.

Read More
Eminence Capital founder Ricky Sandler in Sydney. Picture: John Feder‍Eminence Capital founder Ricky Sandler in Sydney. Picture: John Feder‍Eminence Capital founder Ricky Sandler in Sydney. Picture: John Feder‍Eminence Capital founder Ricky Sandler in Sydney. Picture: John Feder‍
November 6, 2024

Why this New York hedge fund manager sees opportunity in European stocks

Influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick.

Read More
December 10, 2024

Professor Jane Butler: Sparking Hope for Spinal Cord Injuries

In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.

Read More
impact-podcasts
September 24, 2024

Asian Market Potential with Tom Naughton of Prusik

CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Mgmt. Tom shares his investment philosophy, the opportunities and challenges in Asian markets, and how his 2023 conference stock pick, Swire Pacific (0019.HK), delivered an impressive 30% return.

Read More
investing
September 4, 2024

Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler

In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated over $70 million to medical research.

Read More
investing
June 25, 2024

Navigating the Resource Sector with Jeremy Bond of Terra Capital

In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.

Read More
investing
June 11, 2024

Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care

Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.

Read More
impact-podcasts
May 28, 2024

Investment Insights: Rikki Bannan on Top Picks and Trends

Join us for an engaging episode featuring Rikki Bannan, Portfolio Manager of IFM Investors and HM1 Conference Fund Manager. This episode explores Rikki's career journey, investment strategies, and her 2023 conference stock pick, Telix Pharmaceuticals (ASX.TLX).

Read More
investing
December 6, 2023

Peter Cooper talks building and instilling a culture of humility and excellence

In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors (Core Fund Manager). A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds.

Read More
investing
November 28, 2023

Jun Bei Liu on her high conviction investment strategy

In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.

Read More
investing
November 21, 2023

The world of rare genetic disease research

In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children.

Read More
impact-podcasts
November 14, 2023

Learn what makes a high conviction investment and how to avoid short-term noise

In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.

Read More
investing
November 7, 2023

Delve into the world of kids critical care and trauma research

In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.

Read More
impact-podcasts
October 31, 2023

Where Regal's Phil King is searching for opportunities

HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now. Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning.

Read More
investing
October 24, 2023

Preventing recurrent miscarriages and birth defects

In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects.

Read More
impact-podcasts
October 17, 2023

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.

Read More
investing
October 10, 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.

Read More
impact-podcasts

No results found.

Please try a different search keyword or filter.