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.
Markets will have to adjust to a world in which a new Donald Trump presidency will continue to ‘bash’ Xi Jinping’s China. Picture: AFP

Glenda Korporaal

Sohn investors position for bullish but bumpy Trump ride

November 15, 2024
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.
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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, speakers at the Sohn Hearts & Minds conference warned on Friday.

‍It was an era in which Donald Trump would continue to “bash” China, but one where Australia might not need to choose between its ties with the US and China, unless there was a military conflict.

‍Fund managers and other experts from the US and overseas told the conference the world would also need to get used to a period of continued inflation, which would still see a further reduction in US interest rates but rates not going back to the near zero rates in the years leading into the Covid pandemic.

‍The conference, which raises money for medical charities, is now in its ninth year following its establishment in 2016 by Barrenjoey bankers Matthew Grounds and Guy Fowler and Sydney businessman Gary Weiss, with the backing of others including Geoff Wilson.

‍Attendees in Adelaide included Melbourne businessman Solomon Lew, former Reserve Bank governor Philip Lowe, and the former chief executive of Dow Chemicals, Andrew Liveris, who was there supporting his son, Anthony Liveris, from biotech investor Proto Axiom.

‍There was a clear message from global fund managers and experts speaking at the conference that the Trump presidency would mean the US would increase its dominance of the world economy both economically and as a global innovator, while Chinese growth would be hampered by an ageing population and ­investors wary of governance ­issues.

Clockwise from top left: Geoff Wilson of Wilson Asset Management, Howard Marks of Oaktree Capital Management and Wellcome Trust's Nick Moakes.
Clockwise from top left: Geoff Wilson of Wilson Asset Management, Howard Marks of Oaktree Capital Management and Wellcome Trust's Nick Moakes.

Oaktree Capital Management co-chairman Howard Marks said he expected the US sharemarket rally, which has been boosted by the Trump election, to continue.

‍“Presidencies benefit (share markets) most of the time,” Mr Marks said.

‍“Regardless of (who is in the White House) the presidencies have been beneficial most of the time. The stockmarket goes up most of the time.

‍“It probably has less to do with the presidency, and more to do with the (US) economy and our great companies. We should expect that to continue to hold.”

‍But he said that the US had never had a president like Mr Trump, who was “likely to perform outside the regular bounds”.

He said Mr Trump’s recent cabinet appointments, such as the appointment of Democrat Robert F. Kennedy Jr as the US secretary of health and human services, had raised questions about what a Trump presidency could be like.

‍“This time the Cabinet appointments are much more unusual and unconventional than the announcements of eight years ago,” Mr Marks said.

‍He was upbeat on the overall prospects for the US. “We can’t be Pollyanna, but I think we can be optimistic,” he said.

‍“The US economy is the envy of the world, and likely to stay that way. We have a great combination of free markets and economic dynamism, creativity, rule of law, personal freedoms, and deep capital markets.

‍“On the other hand, our leaders are not demonstrating fiscal responsibility. We haven’t had a budget surplus since Bill Clinton left office 24 years ago. We’re not threatened with having a budget surplus any time in the foreseeable future.”

‍Mr Marks, who was speaking from Beijing, said the Trump presidency would see a continued strong anti-China stance.

‍“Trump is an avowed China basher,” he said.

‍He said there was a broad consensus in the US on the need to take a hard line with China.

‍“Trump will continue to come out swinging with regard to China,” he said. “It is a winning strategy to bash China.”

‍He said the rise of the Chinese economy had meant that the US faced an economic rival but not one that would overtake the US in the near term.

‍“The US has an economic rival for the first time in the last century and China will continue to be an economic rival in size, but not in quality of life or per capita income,” he said.

‍Mr Marks said the US had “survived and actually thrived in the first Trump administration”.

‍“So I am willing to give the benefit of the doubt to the second,” Mr Marks said. “We actually did quite well as investors.”

‍He said Mr Trump had been elected on a policy of holding down inflation, but his policies on tariffs were widely expected to put pressure on inflation.

‍Speakers warned that Australia would need to find its way in an increasingly tense US-China relationship with Mr Trump present to deliver on his policies of imposing new tariffs on imports from all countries, rising to as much as 60 per cent on goods from China.

Mr Marks said he did not think Australia would need to choose between the US and China, but this could change in the event of military conflict involving China.

‍The National Security Agency chief under the Trump administration, Admiral Mike Rogers, said Mr Trump would continue with his strategy of “creating pain” when it came to dealing with China.

‍Mr Trump has threatened to impose tariffs of at least 10 per cent across the board and as high as 60 per cent on goods from China.

‍“President Trump is the one who started down the road of direct confrontation with China,” Admiral Rogers said.

‍“He said if you want to change behaviour, you need to create pain. That is how we’re going to change things.

‍“Tariffs, while they can be a tool to create pain, they (can also) drive changes in behaviour.”

‍But the admiral said people also needed to learn to differentiate between what Mr Trump said and what he did in practice.

‍He said Mr Trump’s recent picks for the US cabinet showed his determination to disrupt the status quo. The picks were “symptomatic” of Mr Trump’s determination to bring about change in the administration of the US government.

‍He said Mr Trump was a businessman who believed he needed to take bold action to bring about change that was outside the norms of the US political process.

‍“One of his primary mechanisms is to disrupt the status quo,” he said.

‍“I don’t expect that to change.”

“The argument, in his mind, is that the norm doesn’t change things.” 

Admiral Michael Rogers addresses the Sohn Hearts & Minds conference in Adelaide on Friday. Picture: Ben Searcy
Admiral Michael Rogers addresses the Sohn Hearts & Minds conference in Adelaide on Friday. Picture: Ben Searcy

Admiral Rogers said that Mr Trump would not be an isolationist president in a military sense, but he would push harder for other countries including in ­Europe to spend more on defence.

‍“He believes that America should have the ability to respond, if necessary (to military threats) and to send a signal that the US has a lot of capacity (to respond),” Admiral Rogers said.

‍“But he has also argued that, in his mind, some of his predecessors have become involved in military situations where he questions, why are we sending in the US to do that?”

‍Speakers argued that while there were more cuts to come in global interest rates, they were not going to come down to levels seen in the early years of Covid.

“The financial commentary, and actually quite a lot of investors, assume that we’re going back to a place of low interest rates, where the norm is 1 or 2 per cent rates,” the chief investment officer of the London-based Wellcome Trust, Nick Moakes, said.

‍“That’s bullshit,” he said.

‍Mr Moakes, whose charitable trust manages more than $70bn in assets, said the trust had issued 100-year bonds at rates of just 2.5 per cent and 1.5 per cent in the past.

‍“The bonds that we’ve issued all trade now with an interest rate of, roughly speaking, 5 per cent – and that’s much more realistic,” he said. “So that’s a world that we all need to get used to, and it’s got implications for everything.

‍“It’s got implications for private equity. It’s got implications for discount rates that you use to value stocks.”

Howard Marks said expectations that 2024 would see as many as six cuts in US interest rates had evaporated, with only two this year, which could be it for the rest of the year. “We are going to see a slower path to lower rates,” Mr Marks said.

‍The conference covered themes of artificial intelligence, and the rise of bitcoin.

‍Travel was a major theme with recommendations of Corporate Travel Management, by IFM’s Rikki Bannan, off the back of the recovery in global business travel, and European manufacturer Airbus by Vihari Ross of Antipodes Partners, arguing that its narrow-bodied planes would be the future of aviation travel.

‍Two Chinese companies were tipped – with New York-based Beeneet Kothari of Tekne Capital Management tipping Chinese rideshare company Didi, which he said was set for listing on the Hong Kong Stock Exchange, and the Singapore-based Samir Mehta of JO Hambro Capital Management tipping Tencent Music.

‍Speakers spoke across the range of industries including artificial intelligence, healthcare and the future of space as an industry.

‍“In 10 years’ time space will just be another place to do business,” said Eric Lasker, chief revenue ­officer at Varda Space Industries.

‍The conference was opened by South Australian Premier Peter Malinauskas, who urged attendees to see the state as one where the government was ready to do business with the private sector.

‍Speakers deciphered a range of industries, including AI, healthcare and the future of space as an industry.

‍Galaxy Digital chief executive Mike Novogratz, speaking from New York, predicted huge innovation in the blockchain sector in the next five years as companies focused on further intensive decentralisation. Star stock picker Alex Pollack, of Sydney’s Loftus Peak, was exuberant about the potential of drugmaker Eli Lilly.

And Ellerston Capital’s Chris Kourtis put his name behind a turnaround in one of the most unloved ASX 200 stocks: fund manager Perpetual.‍

This article was originally posted by The Australian here.

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

Disclaimer: This material has been prepared by The Australian Financial Review, published on 15 November 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.

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, speakers at the Sohn Hearts & Minds conference warned on Friday.

‍It was an era in which Donald Trump would continue to “bash” China, but one where Australia might not need to choose between its ties with the US and China, unless there was a military conflict.

‍Fund managers and other experts from the US and overseas told the conference the world would also need to get used to a period of continued inflation, which would still see a further reduction in US interest rates but rates not going back to the near zero rates in the years leading into the Covid pandemic.

‍The conference, which raises money for medical charities, is now in its ninth year following its establishment in 2016 by Barrenjoey bankers Matthew Grounds and Guy Fowler and Sydney businessman Gary Weiss, with the backing of others including Geoff Wilson.

‍Attendees in Adelaide included Melbourne businessman Solomon Lew, former Reserve Bank governor Philip Lowe, and the former chief executive of Dow Chemicals, Andrew Liveris, who was there supporting his son, Anthony Liveris, from biotech investor Proto Axiom.

‍There was a clear message from global fund managers and experts speaking at the conference that the Trump presidency would mean the US would increase its dominance of the world economy both economically and as a global innovator, while Chinese growth would be hampered by an ageing population and ­investors wary of governance ­issues.

Clockwise from top left: Geoff Wilson of Wilson Asset Management, Howard Marks of Oaktree Capital Management and Wellcome Trust's Nick Moakes.
Clockwise from top left: Geoff Wilson of Wilson Asset Management, Howard Marks of Oaktree Capital Management and Wellcome Trust's Nick Moakes.

Oaktree Capital Management co-chairman Howard Marks said he expected the US sharemarket rally, which has been boosted by the Trump election, to continue.

‍“Presidencies benefit (share markets) most of the time,” Mr Marks said.

‍“Regardless of (who is in the White House) the presidencies have been beneficial most of the time. The stockmarket goes up most of the time.

‍“It probably has less to do with the presidency, and more to do with the (US) economy and our great companies. We should expect that to continue to hold.”

‍But he said that the US had never had a president like Mr Trump, who was “likely to perform outside the regular bounds”.

He said Mr Trump’s recent cabinet appointments, such as the appointment of Democrat Robert F. Kennedy Jr as the US secretary of health and human services, had raised questions about what a Trump presidency could be like.

‍“This time the Cabinet appointments are much more unusual and unconventional than the announcements of eight years ago,” Mr Marks said.

‍He was upbeat on the overall prospects for the US. “We can’t be Pollyanna, but I think we can be optimistic,” he said.

‍“The US economy is the envy of the world, and likely to stay that way. We have a great combination of free markets and economic dynamism, creativity, rule of law, personal freedoms, and deep capital markets.

‍“On the other hand, our leaders are not demonstrating fiscal responsibility. We haven’t had a budget surplus since Bill Clinton left office 24 years ago. We’re not threatened with having a budget surplus any time in the foreseeable future.”

‍Mr Marks, who was speaking from Beijing, said the Trump presidency would see a continued strong anti-China stance.

‍“Trump is an avowed China basher,” he said.

‍He said there was a broad consensus in the US on the need to take a hard line with China.

‍“Trump will continue to come out swinging with regard to China,” he said. “It is a winning strategy to bash China.”

‍He said the rise of the Chinese economy had meant that the US faced an economic rival but not one that would overtake the US in the near term.

‍“The US has an economic rival for the first time in the last century and China will continue to be an economic rival in size, but not in quality of life or per capita income,” he said.

‍Mr Marks said the US had “survived and actually thrived in the first Trump administration”.

‍“So I am willing to give the benefit of the doubt to the second,” Mr Marks said. “We actually did quite well as investors.”

‍He said Mr Trump had been elected on a policy of holding down inflation, but his policies on tariffs were widely expected to put pressure on inflation.

‍Speakers warned that Australia would need to find its way in an increasingly tense US-China relationship with Mr Trump present to deliver on his policies of imposing new tariffs on imports from all countries, rising to as much as 60 per cent on goods from China.

Mr Marks said he did not think Australia would need to choose between the US and China, but this could change in the event of military conflict involving China.

‍The National Security Agency chief under the Trump administration, Admiral Mike Rogers, said Mr Trump would continue with his strategy of “creating pain” when it came to dealing with China.

‍Mr Trump has threatened to impose tariffs of at least 10 per cent across the board and as high as 60 per cent on goods from China.

‍“President Trump is the one who started down the road of direct confrontation with China,” Admiral Rogers said.

‍“He said if you want to change behaviour, you need to create pain. That is how we’re going to change things.

‍“Tariffs, while they can be a tool to create pain, they (can also) drive changes in behaviour.”

‍But the admiral said people also needed to learn to differentiate between what Mr Trump said and what he did in practice.

‍He said Mr Trump’s recent picks for the US cabinet showed his determination to disrupt the status quo. The picks were “symptomatic” of Mr Trump’s determination to bring about change in the administration of the US government.

‍He said Mr Trump was a businessman who believed he needed to take bold action to bring about change that was outside the norms of the US political process.

‍“One of his primary mechanisms is to disrupt the status quo,” he said.

‍“I don’t expect that to change.”

“The argument, in his mind, is that the norm doesn’t change things.” 

Admiral Michael Rogers addresses the Sohn Hearts & Minds conference in Adelaide on Friday. Picture: Ben Searcy
Admiral Michael Rogers addresses the Sohn Hearts & Minds conference in Adelaide on Friday. Picture: Ben Searcy

Admiral Rogers said that Mr Trump would not be an isolationist president in a military sense, but he would push harder for other countries including in ­Europe to spend more on defence.

‍“He believes that America should have the ability to respond, if necessary (to military threats) and to send a signal that the US has a lot of capacity (to respond),” Admiral Rogers said.

‍“But he has also argued that, in his mind, some of his predecessors have become involved in military situations where he questions, why are we sending in the US to do that?”

‍Speakers argued that while there were more cuts to come in global interest rates, they were not going to come down to levels seen in the early years of Covid.

“The financial commentary, and actually quite a lot of investors, assume that we’re going back to a place of low interest rates, where the norm is 1 or 2 per cent rates,” the chief investment officer of the London-based Wellcome Trust, Nick Moakes, said.

‍“That’s bullshit,” he said.

‍Mr Moakes, whose charitable trust manages more than $70bn in assets, said the trust had issued 100-year bonds at rates of just 2.5 per cent and 1.5 per cent in the past.

‍“The bonds that we’ve issued all trade now with an interest rate of, roughly speaking, 5 per cent – and that’s much more realistic,” he said. “So that’s a world that we all need to get used to, and it’s got implications for everything.

‍“It’s got implications for private equity. It’s got implications for discount rates that you use to value stocks.”

Howard Marks said expectations that 2024 would see as many as six cuts in US interest rates had evaporated, with only two this year, which could be it for the rest of the year. “We are going to see a slower path to lower rates,” Mr Marks said.

‍The conference covered themes of artificial intelligence, and the rise of bitcoin.

‍Travel was a major theme with recommendations of Corporate Travel Management, by IFM’s Rikki Bannan, off the back of the recovery in global business travel, and European manufacturer Airbus by Vihari Ross of Antipodes Partners, arguing that its narrow-bodied planes would be the future of aviation travel.

‍Two Chinese companies were tipped – with New York-based Beeneet Kothari of Tekne Capital Management tipping Chinese rideshare company Didi, which he said was set for listing on the Hong Kong Stock Exchange, and the Singapore-based Samir Mehta of JO Hambro Capital Management tipping Tencent Music.

‍Speakers spoke across the range of industries including artificial intelligence, healthcare and the future of space as an industry.

‍“In 10 years’ time space will just be another place to do business,” said Eric Lasker, chief revenue ­officer at Varda Space Industries.

‍The conference was opened by South Australian Premier Peter Malinauskas, who urged attendees to see the state as one where the government was ready to do business with the private sector.

‍Speakers deciphered a range of industries, including AI, healthcare and the future of space as an industry.

‍Galaxy Digital chief executive Mike Novogratz, speaking from New York, predicted huge innovation in the blockchain sector in the next five years as companies focused on further intensive decentralisation. Star stock picker Alex Pollack, of Sydney’s Loftus Peak, was exuberant about the potential of drugmaker Eli Lilly.

And Ellerston Capital’s Chris Kourtis put his name behind a turnaround in one of the most unloved ASX 200 stocks: fund manager Perpetual.‍

This article was originally posted by The Australian here.

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

Disclaimer: This material has been prepared by The Australian Financial Review, published on 15 November 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.

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 ‘We’re riding a wave which started (with) the first silicon chips,’ Alex Pollak says. Picture: Britta Campion ‘We’re riding a wave which started (with) the first silicon chips,’ Alex Pollak says. Picture: Britta Campion ‘We’re riding a wave which started (with) the first silicon chips,’ Alex Pollak says. Picture: Britta Campion ‘We’re riding a wave which started (with) the first silicon chips,’ Alex Pollak says. Picture: Britta Campion
October 14, 2024

Alex Pollak champions rewards of disruptive investment

Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.

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October 8, 2024

Sumit Gautam - Why AI won't deliver in 2025 | Scalar Gauge

Sumit Gautam is the Founder of Scalar Gauge and speaks with Equity Mates ahead of his appearance at the Sohn Hearts & Minds conference.

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September 30, 2024

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.

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September 23, 2024

Scalar Gauge Fund founder Sumit Gautam cautious about over-hyped AI

Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.

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September 9, 2024

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.

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Wellcome Trust chief investment officer Nicholas Moakes. Picture: Steven PocockWellcome Trust chief investment officer Nicholas Moakes. Picture: Steven PocockWellcome Trust chief investment officer Nicholas Moakes. Picture: Steven PocockWellcome Trust chief investment officer Nicholas Moakes. Picture: Steven Pocock
September 5, 2024

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.”

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September 5, 2024

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.

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July 21, 2024

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.

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Qiao Ma, portfolio manager at Munro Partners, says the Nvidia rally is nowhere close to being over. Picture: Oscar ColmanQiao Ma, portfolio manager at Munro Partners, says the Nvidia rally is nowhere close to being over. Picture: Oscar ColmanQiao Ma, portfolio manager at Munro Partners, says the Nvidia rally is nowhere close to being over. Picture: Oscar ColmanQiao Ma, portfolio manager at Munro Partners, says the Nvidia rally is nowhere close to being over. Picture: Oscar Colman
May 28, 2024

The AI bulls are sticking to Nvidia despite 600pc share price rally

Nvidia’s quarterly earnings once again exceeded analysts’ expectations and Portfolio Manager, Qiao Ma of Munro Partners says the rise is “nowhere close to being over”.

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Munro Partners' Kieran Moore likes US Tex-Mex fast food operator Chipotle, and Meta. Picture: Elke MeitzelMunro Partners' Kieran Moore likes US Tex-Mex fast food operator Chipotle, and Meta. Picture: Elke MeitzelMunro Partners' Kieran Moore likes US Tex-Mex fast food operator Chipotle, and Meta. Picture: Elke MeitzelMunro Partners' Kieran Moore likes US Tex-Mex fast food operator Chipotle, and Meta. Picture: Elke Meitzel
February 15, 2024

Hedge fund Munro says Nvidia, Microsoft have more to run

Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.

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January 24, 2024

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.

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2023’s winners: DigitalX’s Lisa Wade, Jason Orthman from Hyperion, Regal Partner’s Todd Guyot, and Cathie Wood of ARK Investment. 2023’s winners: DigitalX’s Lisa Wade, Jason Orthman from Hyperion, Regal Partner’s Todd Guyot, and Cathie Wood of ARK Investment. 2023’s winners: DigitalX’s Lisa Wade, Jason Orthman from Hyperion, Regal Partner’s Todd Guyot, and Cathie Wood of ARK Investment. 2023’s winners: DigitalX’s Lisa Wade, Jason Orthman from Hyperion, Regal Partner’s Todd Guyot, and Cathie Wood of ARK Investment. 
January 19, 2024

Best funds of 2023 stick with bitcoin, big tech bets

Some of the best performing funds of 2023 are holding firm on bitcoin and mega-cap tech stock picks that made them big money last year.

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November 19, 2023

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.

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Ark Invest CEO Cathie Wood remains as big-picture as ever. Picture: David RoweArk Invest CEO Cathie Wood remains as big-picture as ever. Picture: David RoweArk Invest CEO Cathie Wood remains as big-picture as ever. Picture: David RoweArk Invest CEO Cathie Wood remains as big-picture as ever. Picture: David Rowe
November 17, 2023

‘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.

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ARK Invest founder Cathie Wood: It does appear that the SEC here in the United States is likely to approve a spot bitcoin ETF within the next few months.ARK Invest founder Cathie Wood: It does appear that the SEC here in the United States is likely to approve a spot bitcoin ETF within the next few months.ARK Invest founder Cathie Wood: It does appear that the SEC here in the United States is likely to approve a spot bitcoin ETF within the next few months.ARK Invest founder Cathie Wood: It does appear that the SEC here in the United States is likely to approve a spot bitcoin ETF within the next few months.
November 17, 2023

ARK Founder Wood Backs Bitcoin, Banking On Spot ETF Approval

Tech investment guru Cathie Wood is still a big believer in bitcoin, so it was fitting that she chose Grayscale Bitcoin Trust as her stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

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IFM Investors small cap specialist Rikki Bannan addresses the Sohn Hearts & Minds Investment Leaders Conference at Sydney Opera House. Picture: Renee NowytargerIFM Investors small cap specialist Rikki Bannan addresses the Sohn Hearts & Minds Investment Leaders Conference at Sydney Opera House. Picture: Renee NowytargerIFM Investors small cap specialist Rikki Bannan addresses the Sohn Hearts & Minds Investment Leaders Conference at Sydney Opera House. Picture: Renee NowytargerIFM Investors small cap specialist Rikki Bannan addresses the Sohn Hearts & Minds Investment Leaders Conference at Sydney Opera House. Picture: Renee Nowytarger
November 17, 2023

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.

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November 17, 2023

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.

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November 17, 2023

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.

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Azora Capital founder Ravi Chopra. Picture: Renee NowytargerAzora Capital founder Ravi Chopra. Picture: Renee NowytargerAzora Capital founder Ravi Chopra. Picture: Renee NowytargerAzora Capital founder Ravi Chopra. Picture: Renee Nowytarger
November 17, 2023

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.

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November 17, 2023

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.

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Munro Partners partner and portfolio manager Kieran Moore at the Sohn Hearts & Minds conference in Sydney. Picture: Renee NowytargerMunro Partners partner and portfolio manager Kieran Moore at the Sohn Hearts & Minds conference in Sydney. Picture: Renee NowytargerMunro Partners partner and portfolio manager Kieran Moore at the Sohn Hearts & Minds conference in Sydney. Picture: Renee NowytargerMunro Partners partner and portfolio manager Kieran Moore at the Sohn Hearts & Minds conference in Sydney. Picture: Renee Nowytarger
November 17, 2023

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.

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Martin Hughes founder of UK-based Toscafund. Picture: Elke MeitzelMartin Hughes founder of UK-based Toscafund. Picture: Elke MeitzelMartin Hughes founder of UK-based Toscafund. Picture: Elke MeitzelMartin Hughes founder of UK-based Toscafund. Picture: Elke Meitzel
November 16, 2023

Hedge Fund Veteran Talks Lowest Moment In Toscafund’s 23-Year Run

Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.

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November 16, 2023

The ‘Armageddon Scenario’ Worrying The Future Fund CIO

Mr Samild shared his thoughts on the bond market – which underpins the returns of other assets – ahead of his appearance at Friday’s Sohn Hearts & Minds charity conference at the Sydney Opera House.

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Daniel MacArthur with Melbourne scientist and assistant professor Misty Jenkins. Both will be speaking at the Sohn Hearts & Minds conference in Sydney.Daniel MacArthur with Melbourne scientist and assistant professor Misty Jenkins. Both will be speaking at the Sohn Hearts & Minds conference in Sydney.Daniel MacArthur with Melbourne scientist and assistant professor Misty Jenkins. Both will be speaking at the Sohn Hearts & Minds conference in Sydney.Daniel MacArthur with Melbourne scientist and assistant professor Misty Jenkins. Both will be speaking at the Sohn Hearts & Minds conference in Sydney.
November 15, 2023

Advancing Medicine Is In Daniel MacArthur’s DNA

When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

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November 15, 2023

Ashish Swarup - Invest In Snacks, Let's Get That Bread | Aikya Investment Management

Ashish Swarup, Portfolio Manager and Investment Analyst of Aikya Investment Management joins Bryce and Ren to discuss emerging markets, and two stock deep dives.

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Surging interest rates have delivered new investment opportunities for Wall Street hedge fund Third Point. Picture: Getty Images/AFPSurging interest rates have delivered new investment opportunities for Wall Street hedge fund Third Point. Picture: Getty Images/AFPSurging interest rates have delivered new investment opportunities for Wall Street hedge fund Third Point. Picture: Getty Images/AFPSurging interest rates have delivered new investment opportunities for Wall Street hedge fund Third Point. Picture: Getty Images/AFP
November 15, 2023

Daniel Loeb’s Wall St Hedge Fund Third Point Raises Bets On Corporate Credit Crunch

An “obsession” around balance sheet strength and debt is creating a new wave of investment bets for the influential Wall Street hedge fund run by Daniel Loeb.

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November 13, 2023

Bond Bullish On Commodity Stocks, Uranium

Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.

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November 13, 2023

This Hedge Fund Manager Is Making A 100-Year Bet On Luxury

European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.

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Munro partner and portfolio manager Kieran Moore says Nvidia will be critical in the expansion of accelerated computing. Picture: NCANewswire / Nicki ConnollyMunro partner and portfolio manager Kieran Moore says Nvidia will be critical in the expansion of accelerated computing. Picture: NCANewswire / Nicki ConnollyMunro partner and portfolio manager Kieran Moore says Nvidia will be critical in the expansion of accelerated computing. Picture: NCANewswire / Nicki ConnollyMunro partner and portfolio manager Kieran Moore says Nvidia will be critical in the expansion of accelerated computing. Picture: NCANewswire / Nicki Connolly
November 12, 2023

How Munro Will Pick Its Next Stock Winner

Munro partner and portfolio manager Kieran Moore must select a single company to pitch to an audience of industry heavyweights at the prestigious Sohn Hearts & Minds conference in Sydney.

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Ray Dalio last month. His hedge fund has been under heightened scrutiny with the release of a tell-all book. Picture: BloombergRay Dalio last month. His hedge fund has been under heightened scrutiny with the release of a tell-all book. Picture: BloombergRay Dalio last month. His hedge fund has been under heightened scrutiny with the release of a tell-all book. Picture: BloombergRay Dalio last month. His hedge fund has been under heightened scrutiny with the release of a tell-all book. Picture: Bloomberg
November 12, 2023

The Australian At The Centre Of Dalio’s Bridgewater – Who Loves It

The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.

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Sheila Patel has had an extraordinary career across Goldman Sachs and now the VC sector. Picture: Dominic LorrimerSheila Patel has had an extraordinary career across Goldman Sachs and now the VC sector. Picture: Dominic LorrimerSheila Patel has had an extraordinary career across Goldman Sachs and now the VC sector. Picture: Dominic LorrimerSheila Patel has had an extraordinary career across Goldman Sachs and now the VC sector. Picture: Dominic Lorrimer
November 10, 2023

Meet The Goldman Sachs Legend Shaking Up Venture Capital

Sheila Patel says it was time for the venture capital sector to “grow up” and higher rates will help do that job. VC firms need to think differently about how they invest.

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November 8, 2023

Tom Naughton - There's Money In Mi Goreng | Prusik Investment

Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.

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November 6, 2023

Why Chris Kourtis just bought CSL and ResMed

A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.

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Jun Bei Liu being coached by Jonathan Pease. Picture: Renee Nowytarger.Jun Bei Liu being coached by Jonathan Pease. Picture: Renee Nowytarger.Jun Bei Liu being coached by Jonathan Pease. Picture: Renee Nowytarger.Jun Bei Liu being coached by Jonathan Pease. Picture: Renee Nowytarger.
November 5, 2023

Five Secrets To Delivering The Perfect Pitch

Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

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Picture: Solomon Lew & David ParadicePicture: Solomon Lew & David ParadicePicture: Solomon Lew & David ParadicePicture: Solomon Lew & David Paradice
November 3, 2023

Paradice and Lew on their love of medical research – and Greece

Solomon Lew, the billionaire retailer, has known David Paradice, the high-profile fund managers, for years. Beyond investing, they share a common interest in medical research – and holidaying in Greece.

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November 2, 2023

Meet the 2023 Conference Managers

Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023.

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Daniel Loeb oversees $US11.7 billion ($18.5 billion) at New York-based Third Point. Picture: BloombergDaniel Loeb oversees $US11.7 billion ($18.5 billion) at New York-based Third Point. Picture: BloombergDaniel Loeb oversees $US11.7 billion ($18.5 billion) at New York-based Third Point. Picture: BloombergDaniel Loeb oversees $US11.7 billion ($18.5 billion) at New York-based Third Point. Picture: Bloomberg
October 23, 2023

Dan Loeb to headline Sohn Hearts & Minds

Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

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Ravi Chopra's Azora Capital had its best month in March when it shorted the US banks that failed. Picture: Jaclyn LichtRavi Chopra's Azora Capital had its best month in March when it shorted the US banks that failed. Picture: Jaclyn LichtRavi Chopra's Azora Capital had its best month in March when it shorted the US banks that failed. Picture: Jaclyn LichtRavi Chopra's Azora Capital had its best month in March when it shorted the US banks that failed. Picture: Jaclyn Licht
October 23, 2023

US Bank Run Has Slowed To A Walk, But Instability Remains

When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.

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October 18, 2023

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.

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October 16, 2023

How this hedge fund pulled off 2023’s ‘big short’

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.

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IFM Investors executive director Rikki Bannan is a keen follower of stocks in the healthcare sector, but she knows it can be a risky place to invest.IFM Investors executive director Rikki Bannan is a keen follower of stocks in the healthcare sector, but she knows it can be a risky place to invest.IFM Investors executive director Rikki Bannan is a keen follower of stocks in the healthcare sector, but she knows it can be a risky place to invest.IFM Investors executive director Rikki Bannan is a keen follower of stocks in the healthcare sector, but she knows it can be a risky place to invest.
October 10, 2023

Beware the pitfalls of investing in healthcare, says IFM boss

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

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October 6, 2023

Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

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Angela Aldrich of Bayberry Capital Partners in New York. Picture: Jaclyn Licht.Angela Aldrich of Bayberry Capital Partners in New York. Picture: Jaclyn Licht.Angela Aldrich of Bayberry Capital Partners in New York. Picture: Jaclyn Licht.Angela Aldrich of Bayberry Capital Partners in New York. Picture: Jaclyn Licht.
September 18, 2023

‘Volatility is opportunity’: why this manager loves shorting stocks

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

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September 15, 2023

Top fund managers share 11 stock picks for the long term

After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.

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September 11, 2023

Investors Sweeten On Hedge Funds As Rates Climb

After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.

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Eminence Capital CEO Ricky Sandler, left, with Sohn Australia co-founder Matthew Grounds. Picture: John FederEminence Capital CEO Ricky Sandler, left, with Sohn Australia co-founder Matthew Grounds. Picture: John FederEminence Capital CEO Ricky Sandler, left, with Sohn Australia co-founder Matthew Grounds. Picture: John FederEminence Capital CEO Ricky Sandler, left, with Sohn Australia co-founder Matthew Grounds. Picture: John Feder
September 11, 2023

Stock Stars Look Under The Surface

Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17.

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Barrenjoey co-executive chairman Matthew Grounds and New York-based Eminence Capital fund manager Ricky Sandler will be at the eighth Sohn Hearts & Minds conference. Picture: Peter RaeBarrenjoey co-executive chairman Matthew Grounds and New York-based Eminence Capital fund manager Ricky Sandler will be at the eighth Sohn Hearts & Minds conference. Picture: Peter RaeBarrenjoey co-executive chairman Matthew Grounds and New York-based Eminence Capital fund manager Ricky Sandler will be at the eighth Sohn Hearts & Minds conference. Picture: Peter RaeBarrenjoey co-executive chairman Matthew Grounds and New York-based Eminence Capital fund manager Ricky Sandler will be at the eighth Sohn Hearts & Minds conference. Picture: Peter Rae
September 11, 2023

Top Ny Stock Picker Warns Inflation To Remain Above Pre-Covid Levels

Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.

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August 4, 2023

New Relic

New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.

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June 18, 2023

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.

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June 8, 2023

Stock pickers bet the field in slowing domestic market

Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.

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March 27, 2023

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.

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March 12, 2023

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.

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January 18, 2023

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.

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January 5, 2023

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.

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November 18, 2022

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.

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November 18, 2022

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.

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November 18, 2022

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.

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November 18, 2022

Fundies and billionaires party in Hobart

Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.

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November 18, 2022

Hearts racing: Rich listers rendezvous for speed-dating style stock picking

A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.

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November 18, 2022

How MONA’s David Walsh shocked our top stock pickers

Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.

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November 18, 2022

Why Sohn’s top stock pickers want investors to play it safe

Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.

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November 17, 2022

Five years on, what are the best Sohn stock picks to date?

Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.

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November 17, 2022

Low debt counts for everything, says Perpetual’s Aboud

Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.

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November 17, 2022

Perpetual’s Aboud says bet on balance sheets in turbulent markets

Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.

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November 16, 2022

How Gerry Cardinale of RedBird Capital tries to double his money investing in sport

The owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.

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November 14, 2022

Think outside the box for green investment opportunities

James Miller, Portfolio Manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.

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November 14, 2022

Tim Carleton is backing the Aussie dream all the way

Carleton’s conviction will be on full display on Friday when he makes his third appearance at the Sohn Hearts & Minds Conference, where stock-pickers share their best ideas in the name of medical research.

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November 10, 2022

Why this fundie is betting on luxury as recession fears mount

Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.

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November 7, 2022

This fundie couldn’t be happier with her portfolio

Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.

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November 2, 2022

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.

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November 1, 2022

Auscap Asset Management founder sticks to a winning formula

When Auscap Asset Management founder Tim Carleton tips a stock at the Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.

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October 31, 2022

Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper

One of Australia's most influential fund managers warns that investment markets have entered a “new phase” that is set to test the ­financial system.

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October 31, 2022

Why Peter Cooper can’t wait for the next 30 years on markets

The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.

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October 30, 2022

Why this fundie is betting big on two losing companies

Speaking to the AFR before the SH&M conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.

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October 27, 2022

Why this fundie is calling the peak for CBA shares

Jun Bei Liu is the lead Portfolio Manager at Tribeca Alpha Plus Fund and is set to present an investment idea at the Sohn Hearts & Minds Conference in Hobart on November 18.

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October 24, 2022

‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond

Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.

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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.

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impact-podcasts
September 24, 2024

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.

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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.

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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.

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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.

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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).

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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impact-podcasts
October 3, 2023

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.

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investing
October 3, 2023

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.

Read More
investing