Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about his journey launching the $5.7 billion dollar asset manager, how the market has changed over the past decade and his motivations for participating in this year's Sohn Hearts & Minds conference. Listen to the full podcast episode below.
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.



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.Read Transcript
More Insights
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 imaginary nepotism that drives Carsales global growth
The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
Jun Bei Liu is not giving up on the China reopening theme
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
Claremont Global: Investment Case for Nike
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
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.
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.
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.


