Following a global search, the Conference Fund Manager Selection Working Group is pleased to announce the 2026 Conference Fund Managers, a group of experienced who will present their highest-conviction investment ideas in support of groundbreaking medical research.
HM1 invests 35% of its portfolio in the investment ideas presented by the fund managers at the annual Sohn Hearts & Minds Conference, holding these picks for the following twelve months.
Meet the 2026 Conference Fund Managers below and discover more about their investment expertise.
JEREMY BOND
Founder and Chief Investment Officer
Terra Capital (AUS)
Jeremy founded Terra Capital in 2010, launching the long-only Terra Capital Global Natural Resources Fund. The fund has returned over 18% pa. over 16 years, resulting in Terra Capital becoming Australia’s longest running open ended global resources fund.
Jeremy formally worked at RAB Capital’s Special Situations Fund, a US $2.5B long/short strategy focused on mining and energy. The fund was rated the “Best Energy and Natural Resource Fund” by Hedge Fund Review and ranked No.1 in Barron’s Hedge Fund 50 Global rankings in 2007, during Jeremy’s tenure. Prior to RAB, Jeremy worked at Western Australian corporate advisory firm Azure Capital.
- Recent coverage: An Australian fund manager finds redemption in the copper boom
RAVI CHOPRA
Founder and Chief Investment Officer
Azora Capital (USA)
Ravi is the Founder and Chief Investment Officer of Azora Capital – an investment firm launched in 2017, focused on the Financial Services sector, employing a fundamental modest-net strategy. Ravi and his team are passionate about financials and have dedicated their careers to researching the space.
Prior to forming Azora, Ravi served as Sector Head of U.S. Financial Services investing at Samlyn Capital, where he was a day-one partner following a lift-out from Sigma Capital. Earlier in his career, Ravi was a Financial Services Analyst at Sigma and an Investment Banking Analyst in Goldman Sachs' Financial Institutions Group. Ravi graduated Phi Beta Kappa and magna cum laude with an A.B. in Economics from Dartmouth College.
ROSS CAMERON
Portfolio Manager
Northcape Capital (AUS)
Ross joined Northcape in 2009 and co-manages Northcape's $8 billion Global Emerging Markets fund, which has outperformed the MSCI EM index by an average 4.4% per annum since inception 18 years ago.
Before joining Northcape, Ross worked at Capital Partners (now CP2) covering a broad range of sectors including financials, industrials and infrastructure. Ross worked in Tokyo for seven years and is fluent in Japanese.
ANDREW CURTAYNE
Portfolio Manager
Milford Asset Management (NZ)
Andrew joined Milford Asset Management’s Global Equities division in 2023. He is the Portfolio Manager of Milford’s wholesale Global Technology Fund, which focuses on the Information Technology and Communications Services sectors. As part of this role, he leads Milford’s research on the AI ecosystem.
Prior to joining Milford, Andrew spent three years as a Portfolio Manager at NZ Funds and five years at event-driven hedge fund Melqart Asset Management in London. Andrew began his career advising on Mergers and Acquisitions at Goldman Sachs in both Auckland and London. Andrew has a Bachelor of Commerce from the University of Auckland with First Class Honours, majoring in Finance and Economics.
SAMANTHA D'AMORE
Founder and Chief Investment Officer
Cymer Capital (USA)
Sam D'Amore is the founder and Chief Investment Officer of Cymer Capital, a concentrated international long-only equity fund investing in mid- to large-cap companies outside the U.S. that solve complex problems.
Before founding Cymer in 2025, Sam was a Portfolio Manager at Trillium Asset Management, co-managing two diversified sustainable core portfolios. Prior to that, she spent 12 years at Jennison Associates as a Managing Director, covering global equities across multiple strategies. She began her career as a sell-side analyst at Credit Suisse and was later an investment analyst at Sound Energy Capital Management, a long-short energy hedge fund.
Sam holds a B.A. in Physics from Harvard University. She serves on the investment committees of Manomet Conservation Sciences and the Unitarian Universalist Common Endowment Fund, and on the board of the Progress for Informatics & Energy Foundation. Originally from Wales, Sam lives outside Boston with her family.
ROBERT MULLIN
Founder & Chief Investment Officer
Marathon Resource Advisors (USA)
Robert Mullin is the Founder & Chief Investment Officer of Marathon Resource Advisors and has been investing in the energy and natural resource sector since 1994. Over the last three plus decades, he has been a portfolio manager at the Franklin/Templeton Group, The Cypress Funds and Tocqueville Asset Management, as well as running his own firms focused on the sector.
Mr. Mullin received his B.A. in Economics from the University of Colorado at Boulder in 1991. He was born and raised in Northern California, lives in San Francisco with his wife and three children and enjoys cooking, keeping up with his relentlessly athletic kids and attending the French Open whenever possible.
In 2022, Mr. Mulin established the Marathon Statera Project, which allocates a portion of fund management and performance fees to causes focused on global conservation and food security, as well as supporting Bay Area female immigrant food businesses and local youth development.
JOHN PINKEL
Partner & Portfolio Manager
Indus Capital (USA)
John D. Pinkel is a Partner of Indus Capital, based in San Francisco, and the Portfolio Manager of the Indus Select Strategy since its inception in 2009. Mr. Pinkel joined Indus Capital in March 2003 and soon after spearheaded many of the firm’s largest long-term investments in China and Taiwan. He joined Indus from Citigroup, where he was Managing Director and Head of Equities for Taiwan. Prior to that, he spent eight years as a securities analyst in Hong Kong, China and South Korea.
In total, he has lived and worked in Asia for over 35 years.
Mr. Pinkel, a CFA charterholder, graduated from the University of California, Santa Barbara, with a BS in Applied Mathematics. He is fluent in Mandarin Chinese.
VIHARI ROSS
Portfolio Manager
Antipodes Partners (AUS)
Vihari Ross is a portfolio manager at Antipodes Partners, working across global equities strategies for the A$21 billion firm. She has more than 20 years’ experience in global markets. Before joining Antipodes, she spent over 15 years at Magellan Financial Group, where she was Head of Research and led a 30-person global research team. During her time there, she designed and managed the Magellan Core Global strategy. Earlier at Magellan, she covered financials and consumer sectors and served as Sector Head of Franchises (Consumer).
Vihari began her career at Commonwealth Investment Management in strategy and research, later joining Ausbil Dexia from 2003 to 2007 as an analyst covering financials and consumer sectors, with additional responsibility for quantitative analysis. She holds a Bachelor of Commerce (Actuarial Studies and Finance) and a Master of Commerce (Finance) from UNSW and is an Associate of the Institute of Actuaries.
JOHN WYLIE
Senior Analyst
EFM Asset Management (HK)
John Wylie has over 18 years of experience across portfolio management, equity research, and investment banking with deep expertise in financial institutions, healthcare, and disruptive technologies.
John partnered with EFM’s Chief Investment Officer in 2023 to accelerate the growth of the firm’s successful NexGen public and private equity strategies.
Prior to EFM, John spent eight years at Magellan Asset Management covering global equities in addition to Healthcare Sector Head and Global Fund Portfolio Manager responsibilities. John’s early career as an M&A banker at Citigroup focused on strategic coverage of financial institutions and financial sponsors. John holds a Doctor of Philosophy (Finance) and a Bachelor of Commerce (First Class Honours), both from the University of Sydney.
