Value as at close of business on 25 October 2024
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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.
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.
Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.
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.
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.
Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference.
TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager.
Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.
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%.
Conference Manager and Munro Partners' Chief Investment Officer Nick Griffin does a deep-dive into the Climate sub-trend: The Circular Economy.
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.
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.
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.
Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.
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.
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.
Core Manager, Paradice Investment, provides a brief guide, to biodiversity and natural capital, the ecosystem services they provide, and the ways investors can respond.
New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.