Conference Fund Managers

Our conference fund managers represent 35% of the portfolio which is allocated to approximately 10-15 securities based on the annual recommendations from the fund managers who present at the Sohn Hearts & Minds Investment Leaders Conference. HM1 will only invest in the long ideas that meet our investment criteria.

Each year, this portion of the portfolio will be replaced by the eligible recommendations from the next annual Sohn Hearts & Minds Conference.

For more information about the Conference and past fund managers visit www.sohnheartsandminds.com.au

2023 Sohn Hearts & Minds Investment Leaders Conference Fund Managers:

  Angela  Aldrich

Bayberry Capital Partners LP

Angela is the Founder, Managing Partner, and Portfolio Manager at Bayberry Capital, an investment firm based in New York, NY.  Bayberry is a long / short equity firm that invests globally through a fundamental primary-research driven process.  The firm employs the same research process on both the long and short sides of the portfolio, and considers its focus on the short side to be a critical component of its strategy.

Prior to founding Bayberry, Angela spent almost six years as a Managing Director and Partner at Blue Ridge Capital.  Previously, she worked at Goldman Sachs in their investment banking division, and was a pre-launch member of the investment team at BDT Capital.  Angela holds a BS in Economics from Duke University and an MBA from the Stanford Graduate School of Business. 

  Rikki  Bannan

IFM Investors

Rikki Bannan is an Executive Director at IFM Investors, a global fund manager with over $215bn of funds under management. As a Portfolio Manager in IFM Investors’ Small Caps fund, Rikki is responsible for investment decisions across the consumer discretionary,  health care and technology sectors, as well as being actively involved in fund raising and investor engagement for the Small Cap product.

‍Rikki also sits on the Advisory Committee of HEAL Partners, a growth Private Equity fund focused on investments within the Health, Education and Lifestyle sectors.

‍Prior to joining IFM Investors in 2015, Rikki spent six years as a Senior Equities Analyst at Macquarie Bank. Over this time she held roles in the Equity Strategy team and as an Industrials Analyst.

‍Rikki is a Chartered Accountant and commenced her career in KPMG’s Audit & Assurance division. She holds a Bachelor of Commerce (Finance & Accounting) from The University of Sydney.

  Jeremy  Bond

Terra Capital

Jeremy founded Terra Capital In 2010 launching the long only Terra Capital Global Natural Resources Fund. The fund has delivered strong performance resulting in Terra Capital becoming one of Australia’s longest running open ended global resources fund. 

Jeremy formally worked at RAB Capital’s Special Situations Fund, a US $2.5B long/short strategy focused on mining and energy the fund and was rated the “Best Energy and Natural Resource Fund” by Hedge Fund Review and ranked No.1 in Barron’s Hedge Fund 50 Global rankings in 2007, during Jeremy’s tenure. Prior to RAB Jeremy worked at Western Australian corporate advisory firm Azure Capital.

  Ravi  Chopra

Azora Capital

Ravi is the Founder and Chief Investment Officer of Azora Capital, a financial services sector hedge fund launched in 2017. Ravi and his team are passionate about financials and have dedicated their careers to researching the space. Together they employ a deep fundamental strategy that allocates capital to the most actionable names across financial subsectors (banks, fintech, payments, brokers, asset managers, real estate, etc.) to generate alpha through distinct market cycles.

Prior to forming Azora, Ravi was a Partner and Head of U.S. Financials at Samlyn Capital from 2007 to 2016. Ravi was a Financial Services Analyst at Sigma Capital from 2003 to 2006 and began his career as an Investment Banking Analyst in Goldman Sachs' Financial Institutions Group.

Ravi earned an A.B. in Economics from Dartmouth College. Currently, he serves as Co-President of the Board of Trustees of Morristown-Beard School, his alma mater.

  Martin  Hughes

Toscafund Asset Management

Martin Hughes founded Toscafund Asset Management LLP in 2000. Prior to founding Toscafund, he was Chairman of Tiger Management Corporation Europe (1997-2000) and Global Head of Financials. Prior to joining Tiger, Martin worked at Credit Lyonnais Laing (1987-1997) where he specialised in researching banks, achieving a number 1 analyst ranking in 1992, becoming Head of UK Research in 1995 and Deputy Chief Executive in 1996. Previously, he worked at Barclays Investment Management and Panmure Gordon as a banks sector research analyst. Martin graduated with an honours degree in Economics from Birmingham University in 1983.

  Sharif  el Khazen

Metronome Capital LLP

Sharif el Khazen is the founder and Chief Investment Officer of Metronome Capital LLP, a London-based equity investment manager established in 2012. Metronome employs a fundamental, concentrated and long-term investment approach focusing primarily on European stocks.

‍Prior to founding Metronome, Sharif was a Partner at Parvus Asset Management (UK) LLP from 2006 to 2011. Previously, Sharif was a leveraged finance analyst at Lehman Brothers' investment banking division in London from 2004 to 2006.

Sharif has a Bachelor of Science in Computer Engineering and Computer Science and a Bachelor of Science in Economics/Mathematics from the University of Southern California. Sharif has been a CFA Charterholder since 2008.

  Chris  Kourtis

Ellerston Capital

Responsible for leading our investment team, Chris has served as a Director and Portfolio Manager of Ellerston since 2005 and has over 38 years investment experience.


Prior to joining Ellerston, Chris co-founded the Melbourne based Investment Management firm Portfolio Partners in 1994, where he held various positions including Director and Senior Investment Manager and was formerly the Head of Equities until January 2003. It was from that point that he gave up his role to conceive and focus on managing the highly successful Elite Opportunities Concentrated Australian Shares Fund.

Prior to Portfolio Partners, Chris worked as a Senior Portfolio Manager, Deputy Head of Equities and Head of Resources Strategy at County Natwest Australia Investment Management where he was responsible for the management of County’s largest specialist equity mandates.

Chris has a Bachelor of Commerce degree from the University of Melbourne and is a Senior Associate of the Financial Services Institute of Australia.

Chris was inducted into the Australian Fund Managers Foundation Hall of Fame in 2018 in recognition of his contribution to the industry.

  Jun Bei  Liu

Tribeca Investment Partners

Jun Bei Liu is the Portfolio Manager of Tribeca’s Alpha Plus Fund. Since taking over sole responsibility for managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019.


Jun Bei completed a commerce degree at the University of NSW, followed by a number of additional finance credentials including GAICD and CFA. She is a prolific contributor to Australia’s financial services sector, writing a regular column for the AFR and making frequent appearances for key media outlets and as a speaker at industry events. Jun Bei enjoys sharing her knowledge and love for markets with investors and promotes the growth of like-minded females within the financial services community by providing mentor opportunities and serving on the advisory committee for Australian Student Asset Management. Jun Bei is a TEDX speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments Ltd (HM1) and volunteers for the Raise Foundation Board.


She is fluent in Mandarin and English, only learning English as a 16-year-old, when she emigrated to Australia from China.

  Kieran  Moore

Munro Partners

Kieran Moore joined Munro Partners at its inception in July 2016.

‍Kieran is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has specialised in global growth equities for the last 10 years. Over his career, Kieran has undertaken additional functions within the investment team, including risk management, portfolio analytics and trading.

‍Key career highlights include, 10 years working in funds management, Senior Investment Analyst at Munro Partners (2017-18) and Investment Analyst at K2 Asset Management (2014-16).

‍Kieran is a Chartered Financial Analyst (CFA), holds a Bachelor of Commerce from the University of Melbourne, with majors in Finance and Economics, and also a Juris Doctor Law Degree from the University of Melbourne.

  Tom  Naughton

Prusik Investment Management

Tom Naughton is the CIO and Managing Partner of Prusik Investment Management LLP. He joined Prusik in 2010 to launch the Prusik Asian Equity Income Fund (PAEIF) which, since launch, has outperformed the index by 4x, resulting in him winning multiple awards. PAEIF follows a research based, value biased approach to identify stocks that can sustain and grow their dividends over time, which means the upside potential is significant relative to downside risk.    

Before joining Prusik, Tom was the CIO for Equities at PMA Investment Advisors in Hong Kong – a multi-strategy hedge fund. Tom received a BSc in Mathematics with Economics from University College London and has completed several ultramarathons across the globe.

‍Tom and his wife, Amanda, set up a Global Health Fund with the UCL Institute for Global Health (IGH) and they also fund a Mathematics Scholarship to enable students in financial need to pursue their postgraduate studies.

  Ricky  Sandler

Eminence Capital

Ricky Sandler founded Eminence Capital in 1999. Today, Eminence is a ~$7.0B global investment management organization. As the CIO of Eminence, Ricky is responsible for managing a team of over 20 investment professionals and a diversified portfolio across most sectors of the market. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. Prior to that he was a research analyst covering a wide range of industries and companies for Mark Asset Management, where he began his investing career in 1991. Ricky received a BBA in Accounting and Finance from the University of Wisconsin, graduating with honors. He currently serves as a member of the board of directors of the University of Wisconsin Foundation and as a member of its Development Committee, Investment Committee and Traditional Asset Subcommittee. Ricky Sandler is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

  Ashish  Swarup

Aikya

Ashish co-founded Aikya along with a few colleagues in March 2020. Previously he worked for Stewart Investors in London.

Ashish joined the predecessor business of Stewart Investors in 2014. During his time at Stewart Investors Ashish was Lead Manager on Emerging Markets and Asia Pacific strategies, including Stewart Investors Emerging Markets Leaders Fund. 

He was with Fidelity between 2004 and 2014. In 2008, he launched an Emerging Markets Equity Strategy with high-quality companies, which became Fidelity Institutional Asset Management (FIAM) EM All Cap in 2010. He managed this strategy until his departure in 2014.

Ashish has a degree in Electronics & Communications Engineering from Indian Institute of Technology, a Post Graduate Diploma from Indian Institute of Management, and holds an MBA from INSEAD in France.‚Äč