CIO Insights - 18 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the launch of the annual Sohn Hearts & Minds Conference, headlined by Charlie Munger, Vice Chairman of Berkshire Hathaway.

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October 18th, 2021
 

Charlie Munger to headline Sohn Hearts & Minds 2021

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

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October 13th, 2021
 

Charlie Munger’s magic is in what he doesn’t do

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

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October 13th, 2021
 

How Warren Buffett’s trusted man Charlie Munger was won over

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

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October 13th, 2021
 

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.

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October 13th, 2021
 

Ray Dalio's 6 crucial themes for the next few years

When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.

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October 1st, 2021
 

Two big Aussie themes and 4 stocks on Regal's radar

In this Livewire article, learn key insights from Regal and the fund's positioning, including two big Aussie themes and four stocks on Regal’s radar.

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October 1st, 2021
 

In the Know Podcast: Building a world with a little more Yum!

In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown. 

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September 27th, 2021
 

CIO Insights - 27 September

Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.

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September 27th, 2021
 

Equity Mates: A crash course on large cap investments

Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022. 

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September 27th, 2021
 

Partnership with Swinburne & Cooper Investors

Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.

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September 23rd, 2021
 

Ausbiz: Jun Bei Liu on three stocks to buy in a sell-off

Tribeca’ Jun Bei Liu discusses her market outlook post reporting season and looks towards the recovery and reopening plays, sharing a handful of stocks that she’s buying at cheap multiples. 

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September 21st, 2021
 

David Paradice on a winner with uranium stocks but China tech crackdown takes a toll

Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.

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September 20th, 2021
 

CIO Insights - 20 September

Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio. 

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September 20th, 2021
 

4 ways to reduce your risk and pick outstanding companies

Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.

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September 16th, 2021
 

The Business: Market outlook in uncertain times

Conference Fund Manager, Emma Fisher of Airlie Funds Management speaks with Alicia Barry on ABC’s The Business about Airlie’s market outlook and finding value in times of risk and uncertainty.

 

 

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September 9th, 2021
 

Ausbiz: Jun Bei Liu's basket of stocks to pick up on low multiples

Tribeca Investment Partners’ Jun Bei Liu spoke with with Ausbiz about how a market sell-off provides opportunities and the three stocks she would be buying in a sell off. 

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September 7th, 2021
 

Inside the Rope Podcast: Hamish Douglass, Magellan

Hamish Douglass, Magellan Chairman and CIO, joins David Clark on the Inside The Rope podcast. Hamish references some of the world's greatest investors and discusses the impact these legends have had on his own approach to investing.

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September 6th, 2021
 

Munro Partners on climate change

Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".

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September 1st, 2021
 

In the Know Podcast: Riding America's Connectivity Wave

On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.

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August 31st, 2021
 

TDM Growth: How we think about valuation

In a fun four-minute video, Core Manager TDM Growth Partners 
explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.

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August 31st, 2021
 

CIO Insights - 30 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

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August 30th, 2021
 

Jun Bei Liu shares key learnings from reporting season

In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.

 

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August 29th, 2021
 

CIO Insights - 23 Aug

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

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August 23rd, 2021
 

The Florey: Innovative new approach for Parkinson’s disease

Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.

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August 19th, 2021
 

The duopoly player in Australia's most attractive domain

In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.

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August 18th, 2021
 

CIO Insights - 16 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

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August 16th, 2021
 

Podcast: Minding Your Mind

Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.

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August 10th, 2021
 

Inside the Rope Podcast: Emma Fisher, Airlie

Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.

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August 10th, 2021
 

Australian breakthrough to stop heart arteries from clogging

Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.

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August 3rd, 2021