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.

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December 3rd, 2021
 

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.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Professor Langer Coverage

Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Charlie Munger Coverage

Charlie Munger, Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Fund Manager Coverage

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

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December 3rd, 2021
 

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

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December 2nd, 2021
 

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.

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December 2nd, 2021
 

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.

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November 29th, 2021
 

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%.

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November 28th, 2021
 

Equity Mates: Yen Liow, Aravt Global

Yen Liow of Aravt Global sat down with Equity Mates. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

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November 25th, 2021
 

You're in Good Company: Rory Lucas & Phil King

Hearts and Minds Investments Limited (ASX:HM1)'s Chief Investment Officer Rory Lucas and founding Hearts & Minds supporter Phil King of Regal Funds Management recently spoke with the hosts of You're In Good Company.

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November 23rd, 2021
 

CIO Insights - 22 November

Jargon free insights from our Chief Investment Officer. In today's update, Rory reviews how the portfolio is constructed and the benefits of the multi-year investment horizon of our Core Portfolio. 

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November 22nd, 2021
 

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.

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November 22nd, 2021
 

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.

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November 22nd, 2021
 

Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story

New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.

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November 15th, 2021
 

CIO Insights - 15 November

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the 2020 conference portfolio performance and looks forward to upcoming 2021 virtual event.

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November 15th, 2021
 

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.

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November 15th, 2021
 

‘Very, very high conviction’: Sohn fundie’s top stock pick

Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts & Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.

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November 8th, 2021
 

Why Cooper Investors’ stock picker Qiao Ma is betting on consumers

Returning Conference Manager Qiao Ma is planning to tip a Hong Kong-based consumer brand player when she fronts the annual Sohn Hearts & Minds conference next month.

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November 5th, 2021
 

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.

 

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November 4th, 2021
 

Inside the Rope Podcast: Michael Traill

HM1 Director, Michael Traill recently joined David Clark on the Inside the Rope Podcast. They discussed Michael's career and path into investing for purpose. 

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November 2nd, 2021
 

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. 

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November 1st, 2021
 

The Rules of Investing Podcast: The biggest opportunity since the internet

In this episode of The Rules of Investing podcast, Nick Griffin discusses the decarbonisation opportunity and shares one stock that he believes is materially mispriced. 

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October 29th, 2021
 

Magellan High Conviction Strategy Update

Magellan Portfolio Manager Chris Wheldon provides an update on Magellan's High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.

 

 

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October 27th, 2021
 

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.

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October 27th, 2021
 

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.

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October 27th, 2021
 

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.

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October 27th, 2021
 

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. 

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October 26th, 2021
 

CIO Insights - 25 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses this year's Sohn Hearts & Minds Conference and returning Conference Manager, Beeneet Kothari.

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October 25th, 2021
 

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.

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October 25th, 2021