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Explore articles and perspectives from the brightest minds in investment and medical research.
The standout Conference stock picks of 2024
Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity
It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.
How to beat the market without owning Nvidia shares
Vihari Ross' global fund returned more than 20 per cent in the year to September 30 versus about 10 per cent for the benchmark without owning Nvidia, Meta, Tesla, Apple or Broadcom.
The 42pc gain that shows why Sohn is a stock picker’s delight
It turns out you could have outperformed the seemingly unstoppable magnificent seven tech stocks if you simply acted on the 11 stock picks at Sohn last year.
Meet the 2025 Conference Managers
Following a global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2025.
Munro Partners' Qiao Ma reveals AI investment strategy
Qiao Ma has a simple test for spotting the investment opportunities that will define the next decade. Take the technology apart and see what’s inside.
The Bull Market is Just Getting Started | In the Money with Amber Kanwar
“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. Nick joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion.
Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel
Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.
HM1 expands offshore with Prusik Investment Management
We’re thrilled to welcome Prusik Investment Management as our newest Core Fund Manager. With Tom Naughton at the helm, Prusik brings decades of experience investing in Asia’s dynamic markets.
Introducing the Hearts & Minds Ampersand
As we enter our next chapter, we wanted a brand that honours where we’ve come from and reflects where we’re going.
First Eagle’s Matthew McLennan on the monetary force that could be ‘rocket fuel’ for the Australian dollar
Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.
Marathon CIO Robert Mullin reveals why gold stocks are still undervalued
The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.
Hedge fund guru Michael Hintze can't out-trade machines but he can still 'out-invest' them
Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.
Billionaire hedge fund manager enacts ‘little short’ on the market
Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.
Stillpoint founder Eric Wong reveals major China tech investment strategy
Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.
Block by Block: Building the Future of Money with Owen Jennings
TDM Growth Partners had the pleasure of speaking with Owen Jennings, the product leader of one of the world’s most influential tech companies - Block Inc (NYSE:XYZ).
Reporting Season Insights
Second quarter results were strong across the board driven by the technology and finance sectors. Despite concerns over US tariff implementation, economic growth remains positive and stock markets were propelled to new highs.
IPO hopeful Rokt’s valuation surges to $7.2b
Hearts and Minds Investments told investors that it would increase the value of its initial $20 million stake in Rokt to more than $38 million.
Rokt: from Australian unicorn to global e-commerce leader
Founded in 2012 by Bruce Buchanan, the former Jetstar chief who scaled the airline from the ground up, Rokt was created to solve a key gap in the e-commerce market.
The Power of Focus: Running a 20-Stock Global Portfolio
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and Portfolio Manager at Magellan.
HM1 Portfolio Update: Cameco & Royalty Pharma
Learn more about two new positions in the HM1 Core Portfolio.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
Nick Griffin on finding stocks that can double earnings in 5 years
In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.
Still Obsessed - Steven Marks, Co-Founder and Co-CEO Guzman y Gomez
Discover the next chapter for GYG—what’s changed, what hasn’t, and what Steven’s learned along the way. It’s a candid look at what it takes to lead through hypergrowth without losing the heart of the brand.
Disruption, Valuation and AI with Alex Pollak of Loftus Peak
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.
