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
CIO Insights - 15 November
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.
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 2nd, 2021
Inside the Rope Podcast: Michael Traill
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.
Read MoreNovember 2nd, 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
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 27th, 2021
How rigorous research built a $US141bn company, Moderna
Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.
Read MoreOctober 27th, 2021
October 27th, 2021
Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder
Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.
Read MoreOctober 27th, 2021
October 27th, 2021
Moderna’s miracle and why mRNA is the new powerhouse of medicine
The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.
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
CIO Insights - 25 October
Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses this year's Sohn Hearts & Minds Conference and returning Conference Manager, Beeneet Kothari.
Read MoreOctober 25th, 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
October 18th, 2021
CIO Insights - 18 October
Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the launch of the annual Sohn Hearts & Minds Conference, headlined by Charlie Munger, Vice Chairman of Berkshire Hathaway.
Read MoreOctober 18th, 2021
October 18th, 2021
Hamish Douglass: Another stock headed for the trillion-dollar club
This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.
Read MoreOctober 18th, 2021
October 17th, 2021
Don’t follow the herd into the market abyss
In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.
Read MoreOctober 17th, 2021
October 15th, 2021
Ausbiz: Paradice's portfolio picks for a pullback
Paradice Investment's David Moberley spoke to ausbiz about positioning the fund's portfolio during periods of volatility, focusing on companies that have excellent management teams, strong balance sheets and that are trading at attractive valuations.
Read MoreOctober 15th, 2021
October 14th, 2021
Capital Allocators Podcast - Hamish Corlett
In this must-listen episode of The Capital Allocators podcast, Conference Fund Manager Hamish Corlett sat down with Ethan Berman to discuss the TDM Growth Partner story and how the firm grew from $1m FUM to over $2b today.
Read MoreOctober 14th, 2021
October 13th, 2021
Three stocks that give targeted exposure to a decarbonised world
Tribeca Investment Partners’ Tribeca Global Natural Resources (ASX: TGF) fund was featured in an article on nabtrade that shared three stocks offering investors exposure to decarbonisation.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger’s magic is in what he doesn’t do
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
Read MoreOctober 13th, 2021
October 13th, 2021
How Warren Buffett’s trusted man Charlie Munger was won over
Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
Read MoreOctober 13th, 2021