Value as at close of business on 3 May 2024
Price delay - 20mins
In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!
We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.
Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.
The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.
This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM.
This month's Conference Manager in Focus is Tekne's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.
Legendary investor Ray Dalio says gold may be key amid monetary policy shift.
2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus.
Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.
Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.
Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.
Tim Carleton from Auscap is backing Australia's leading consumer electronics company, JB Hi-Fi. Read why JBH is his highest conviction idea.
Jun Bei Liu of Tribeca is backing the largest provider of private education services in China, New Oriental Education & Technology - read her investment case.
Christopher Demasi takes us to Europe to uncover a market leading aerospace company. Read his investment case.
Read Emma Goodsell's investment case for the Australian plumbing business, Reece, and understand why it's her best idea.
Media Release: HM1 starts trading on the ASX after closing its $500 million IPO early and bringing forward the company's listing date.
Millennials are leading a global investment revolution, driving a change in how the super-rich invest their money. Ethical and sustainable investing is booming and poised to accelerate.
Australia’s top fund managers have joined forces in the name of medical research and today announce the opening of the IPO for Hearts and Minds Investments Limited.
Geoff Wilson is feeling the pressure. Wilson is at the final stages of picking a stock - a single stock - that will be one of his key contributions to a novel half billion dollar investment vehicle with a charity twist.
David Paradice, Core Fund Manager, appears on TICKY to discuss Sohn Hearts & Minds.
Magellan's Hamish Douglass will spearhead five of the country's best fund managers picking their top 15 stocks for a new $500 million listed investment company.
