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Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference
Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.
Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference
Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.Read Transcript
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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.
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.
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.
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.
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.
Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
Concentration risk key for investors: Antipodes Partners’ Vihari Ross
The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.
The fundie betting big on China – with help from AI
Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.
Why this fundie wants you to ‘wince’ at his stock picks
When fund managers come to pitch their favourite stock at the annual Sohn Hearts & Minds conference, there are two ways they can go: they can play it safe, or they can take a risk and shock the room.
IFM Investors’ Rikki Bannan backs small cap investments to rebound after mixed performance
IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks.
More Podcasts
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
