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Sohn Hearts and Minds: The Australian Fund Manager Coverage
Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.
Hearts and Minds 2021: Buying is only half the battle
Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference.
Here comes the Sohn: big names battle over conference music
For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.
Why The Sohn Hearts And Minds Conference Is So Important To TDM
TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager.
In the Know Podcast: The Inflation Spectre Looming the Global Economy
Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.
A hedge fund sleuth who seeks only the truth
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.
Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%
Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.
Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari
Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.
Why this $6.1b fundie prefers climate stocks to Chinese megacaps
Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.
Scaling Up: Lessons for the world's best CEOs and Founders
Scaling Up Podcast, hosted by Ed Cowan and supported by TDM Growth Partners is back for its fifth season, giving incredible insight into what it takes to scale a business.
The Other COP: Biodiversity and natural capital enters the spotlight
Core Manager, Paradice Investment, provides a brief guide, to biodiversity and natural capital, the ecosystem services they provide, and the ways investors can respond.
The Millennial fund manager who pounded the table on Afterpay
Firetrail's rising star Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.
Equity Mates: Beeneet Kothari, Tekne Capital Management
Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.
This New York-based fund manager hates Alibaba but loves PayPal
Aravt Global's Yen Liow focuses on the payments sector and discount retail, as well as finding mid-size companies that can capture market share in niche corners of tech and other sectors.
Manager Meetings: Hamish Corlett
Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.
Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder
Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.
How rigorous research built a $US141bn company, Moderna
Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.
Moderna’s miracle and why mRNA is the new powerhouse of medicine
The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.
In The Know Podcast: Sir Frank Lowy, 'Trust your instinct'
Hamish Douglass speaks with Sir Frank Lowy AC, where he candidly shares his story, including mistakes he made along the way, the key character traits he thinks are necessary to become a business success, and the importance of remaining paranoid yet optimistic.
Why this tech stockpicker is patient on China, bullish on bitcoin
Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.
Best green stocks for wealth growth in net zero era
The Australian shares how climate change is reshaping the world's stock market and delivering lucrative returns. Conference Fund Manager Nick Griffin explains how trillions will be spent over the next 30 years as the world converts to zero-carbon emissions.
Hamish Douglass: Another stock headed for the trillion-dollar club
This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.
Don’t follow the herd into the market abyss
In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.
Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
