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Explore articles and perspectives from the brightest minds in investment and medical research.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
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.
It’s Trump I fear, says Putin’s nemesis
Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.
This fundie fought Vladimir Putin. He says there can be no peace deal
Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.
VCCRI: 'Heart in a Box'
An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.
‘Putin’s number one foreign enemy’ to address Aussie finance event
Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.
Putin critic and author Bill Browder to headline Sohn investor conference
Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.
Sohn Hearts & Minds looks beyond tech ahead of Hobart event
Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.
Impact Video: Cerebral Palsy Alliance
This video features Professor Nadia Badawi AM, Professor Alistair McEwan, Paul Rayson and others discussing the incredible impact our partnership will have.
New Partnership with Cerebral Palsy Alliance
We’re excited to announce a new partnership with the Cerebral Palsy Alliance and are proud to be supporting this important research.
Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
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.
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.
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.
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.
