Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

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December 3rd, 2021
 

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 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
 

Sohn delivers lessons on tech disruption

From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors

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December 3rd, 2021
 

Equity Mates: Eleanor Swanson, Firetrail Investments

Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.

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December 2nd, 2021
 

Hearts and Minds 2021: Buying is only half the battle

Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference. 

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December 2nd, 2021
 

In the Know Podcast: The Inflation Spectre Looming the Global Economy

Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.

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November 30th, 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
 

Munro Climate Change Leaders Fund sub-trends: Circular Economy

Conference Manager and Munro Partners' Chief Investment Officer Nick Griffin does a deep-dive into the Climate sub-trend: The Circular Economy.

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November 26th, 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
 

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
 

Scaling Up Podcast: Lessons for the world's best CEOs and Founders

Scaling Up Podcast, hosted by Ed Cowan and supported by TDM Growth Partners is back for its fifth season, giving incredible insight into what it takes to scale a business.

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November 21st, 2021
 

The Other COP: Biodiversity and natural capital enters the spotlight

Core Manager, Paradice Investment, provides a brief guide, to biodiversity and natural capital, the ecosystem services they provide, and the ways investors can respond.

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November 19th, 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
 

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
 

Munro doubles down on climate as search for ‘structural growers’ expands

Sustained strong performance has not caused complacency at equity manager Munro Partners which this week announced the launch of a new ‘climate’ dedicated equity strategy. 

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November 5th, 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
 

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
 

Manager Meetings: Hamish Corlett

Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.

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October 29th, 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
 

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
 

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
 

Best green stocks for wealth growth in net zero era

The Australian shares how climate change is reshaping the world's stock market and delivering lucrative returns. Conference Fund Manager Nick Griffin explains how trillions will be spent over the next 30 years as the world converts to zero-carbon emissions.

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October 19th, 2021