December 3rd, 2021
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.
Read MoreDecember 3rd, 2021
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.
Read MoreDecember 3rd, 2021
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.
Read MoreDecember 3rd, 2021
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.
Read MoreDecember 3rd, 2021
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
Read MoreDecember 3rd, 2021
December 2nd, 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.
Read MoreDecember 2nd, 2021
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.
Read MoreDecember 2nd, 2021
November 30th, 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.
Read MoreNovember 30th, 2021
November 29th, 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.
Read MoreNovember 29th, 2021
November 28th, 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%.
Read MoreNovember 28th, 2021
November 26th, 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.
Read MoreNovember 26th, 2021
November 25th, 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.
Read MoreNovember 25th, 2021
November 23rd, 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.
Read MoreNovember 23rd, 2021
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.
Read MoreNovember 22nd, 2021
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.
Read MoreNovember 22nd, 2021
November 21st, 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.
Read MoreNovember 21st, 2021
November 19th, 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.
Read MoreNovember 19th, 2021
November 15th, 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.
Read MoreNovember 15th, 2021
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.
Read MoreNovember 15th, 2021
November 8th, 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.
Read MoreNovember 8th, 2021
November 5th, 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.
Read MoreNovember 5th, 2021
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.
Read MoreNovember 5th, 2021
November 4th, 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.
Read MoreNovember 4th, 2021
November 1st, 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.
Read MoreNovember 1st, 2021
October 29th, 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.
Read MoreOctober 29th, 2021
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.
Read MoreOctober 29th, 2021
October 27th, 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.
Read MoreOctober 27th, 2021
October 26th, 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.
Read MoreOctober 26th, 2021
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.
Read MoreOctober 25th, 2021
October 19th, 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.
Read MoreOctober 19th, 2021