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Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.
Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.Read Transcript
More Insights
The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off
Chief Investment Officer, Nick Moakes raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes
The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”
Why Howard Marks says you’re making a big mistake
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
Investors ‘comfortable’ about a Trump presidency, despite volatility
Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.
How To Master The Art Of Winning The Room
Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.
‘I Know It Sounds Crazy’: Cathie Wood’s Next Big Idea
Speaking from Ark’s headquarters in Florida ahead of her appearance at the Sohn Hearts & Minds Conference on Friday, Wood says she believes disinflation is now just around the corner in the US.
Hot Stocks To Ride The Next Healthcare Trends
Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.
How Daniel Loeb, The Real Bobby Axelrod, Made His Wall Street Billions
When Damian Lewis, the actor who plays the ruthless hedge fund boss in the drama series Billions was looking for inspiration, he sat down with Daniel Loeb.
Investors Sound Warning On Private Equity Timebomb
Institutional investors such as super and pension funds are investing in private equity at “exactly the wrong time,” a top hedge fund manager has warned, as sharply higher interest rates threaten a wave of bankruptcies.
The 12 Hottest Stock Tips From This Year’s Sohn Experts
It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.
Webster Financial ‘Avoided The Mistakes Of US Bank Failures’
The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.
Why Stock Picker Cathie Wood Of ARK Can’t Stand Google
The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.
Wise Share Price Could Rise 50pc By 2025, Says Munro Partners
Global growth fund manager Munro has about $4.3bn in funds under management across four global funds, and usually invests in companies that are poised to win from massive structural change.
More Podcasts
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.
Asian Market Potential with Tom Naughton of Prusik
CIO Charlie Lanchester 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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
