The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

As you should be aware, the next Sohn Hearts and Minds Investment Leaders conference is this Friday, down at the beautiful Sydney Opera House. For HM1, this means we will finally get the new set of stocks for the conference portion of our portfolio.

With the US reporting season in full swing, the last week saw quite a few of our companies release numbers. Whilst most were pleasing, a couple failed to meet investor expectations, and the share prices reacted accordingly.