Sohn Hearts & Minds | Media & Insights

When Auscap Asset Management founder Tim Carleton tips a stock at this month’s Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.

November 1, 2022

Auscap Asset Management founder sticks to a winning formula

The Australian

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The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.

October 31, 2022

Why Peter Cooper can’t wait for the next 30 years on markets

AFR

The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.

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One of the nation’s most influential fund managers has warned that investment markets have entered a “new phase”, with hidden risks in the form of debt sitting in super funds, private equity and big investors that is set to test the financial system.

October 31, 2022

Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper

The Australian

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Speaking to The Australian Financial Review before the Sohn Hearts & Minds conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.

October 30, 2022

Why this fundie is betting big on two losing companies

AFR

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When former Amcor chief executive Ken MacKenzie was named the new chairman of BHP five years ago, that was a sign for top-rated fund manager Peter Cooper to move back into the mining giant.

October 30, 2022

How BHP’s appointment of Ken MacKenzie won over fund manager Peter Cooper again

The Australian

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Jun Bei Liu is the lead portfolio manager at Tribeca Alpha Plus Fund. Ms Liu is set to present an investment idea at the Sohn Hearts & Minds conference in Tasmania on November 18.

October 27, 2022

Why this fundie is calling the peak for CBA shares

AFR

Jun Bei Liu is the lead portfolio manager at Tribeca Alpha Plus Fund. Ms Liu is set to present an investment idea at the Sohn Hearts & Minds conference in Tasmania on November 18.

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Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.

October 24, 2022

Regal hedge fund manager says resources stocks are still cheap

AFR

Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.

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Desmond, who worked in London before moving to Australia in 2008, is making his first appearance at the annual Sohn Hearts & Minds Investment Leaders Conference, where fund managers give their favourite stock tips to raise money for medical research charities.

October 24, 2022

‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond ahead of Sohn Hearts & Minds Investment Leaders Conference

The Australian

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Catherine Allfrey, Principal and Portfolio Manager of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart which raises funds for Australian medical research.

October 17, 2022

WaveStone Capital's Catherine Allfrey warns of profit downgrades to come as downturn hits

The Australian

Catherine Allfrey, Principal and Portfolio Manager of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart which raises funds for Australian medical research.

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The WaveStone principal says retail will drop away but quality operators will find a way through.

October 17, 2022

This fund manager thinks the RBA got it right in moderating rate rises

AFR

The WaveStone principal says retail will drop away but quality operators will find a way through.

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Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.

October 13, 2022

This fundie fought Vladimir Putin. He says there can be no peace deal

AFR

Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.

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Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.

October 13, 2022

It’s Trump I fear, says Putin’s nemesis

The Australian

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There are many descriptors for Browder, including Russia’s anti-corruption crusader, and its most dogged oligarch hunter. But it’s his title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.

October 13, 2022

‘He doesn’t negotiate’: Russia’s foreign enemy No.1 on what makes Putin tick

The Sydney Morning Herald

There are many descriptors for Browder, including Russia’s anti-corruption crusader, and its most dogged oligarch hunter. But it’s his title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.

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On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.

October 4, 2022

What stock will Sohn’s top picker choose next?

The Australian

On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.

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Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.

September 29, 2022

Equity Mates: Tim Carleton, Auscap Asset Management

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September 19, 2022

How venture capital and star power built one of sport’s hot new brands

AFR

When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.

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Sporting teams and leagues are becoming serious investments for global firms managing billions of dollars, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.

September 17, 2022

‘Recession-proof’: Investment giants eye sport as an asset class

The Sydney Morning Herald

Sporting teams and leagues are becoming serious investments for global firms managing billions of dollars, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.

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Australia’s sports leagues are being held back by a culture of conservatism and need to be more open to private equity investment or risk falling behind, investors say, with Netball Australia’s rejection of a $6.5m bailout cited as just one example of administrators’ aversion to private capital. Conservative Australian sports leagues are ‘letting investment opportunities pass them'.

September 17, 2022

Conservative Australian sports leagues are ‘letting investment opportunities pass them’

The Australian

Australia’s sports leagues are being held back by a culture of conservatism and need to be more open to private equity investment or risk falling behind, investors say, with Netball Australia’s rejection of a $6.5m bailout cited as just one example of administrators’ aversion to private capital.

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Keynote speaker will be Bill Browder, the former Hermitage Capital hedge fund manager that has become an arch nemesis of Russian President Vladimir Putin, as he has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

August 31, 2022

Sohn Hearts & Minds looks beyond tech ahead of Hobart event

AFR

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A financier and political activist who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts and Minds conference, as the conflict continues to have a major influence on global markets.

August 31, 2022

‘Putin’s number one foreign enemy’ to address Aussie finance event

The Age

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Bill Browder, one of Russian President Vladimir Putin’s fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law on human rights, will headline this year’s Sohn Hearts & Minds investor conference.

August 31, 2022

Putin critic and author Bill Browder to headline Sohn investor conference

The Australian

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Yen Liow, managing partner of Aravt Global has pitched Gitlab, a founder-led software business that is focused on DevOps at the Sohn Hearts & Minds Conference. Liow stumbled upon the company while researching Atlassian, which itself generated 20 times the return on capital since its IPO.

December 3, 2021

Yen Liow, Aravt Global - Stock pick: Gitlab

The Australian

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Peter Cooper, the founder of Cooper Investors, HM1 Core Fund Manager, shares his learnings from Charlie Munger.

December 3, 2021

What Charlie Munger taught me over breakfast about investing

AFR

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Regal’s Phil King says he’s the only Australian hedge fund manager brave enough or silly enough to return to Sohn Hearts & Minds to pitch a short stock during one of the biggest bull markets of all time.

December 3, 2021

Sohn: Regal’s Phil King takes on retail army with Flight Centre short pick

AFR

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Fresh from picking last year’s 180 per cent gainer Nasdaq-listed Bill.com and other big winners such as DocuSign three years ago, Babak Poushanchi is back at Sohn in 2021 with another stock pick. This year the Cota Capital founder and tech-focused investor has named Seattle-based tax software business Avalara as his top pick.

December 3, 2021

Sohn: Cota Capital’s Babak Poushanchi picks tax software player

AFR

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Atreides Management’s Gavin Baker has picked cryptocurrency exchange Coinbase Global at the Sohn conference, believing in its growth opportunities as more people embrace the crypto world.

December 3, 2021

Sohn: Atreides’s Baker picks ‘user-friendly’ Coinbase

AFR

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Eley Griffiths small-cap portfolio manager David Allingham has picked Ian Macoun’s multi-boutique funds management group Pinnacle Investment Management as his top stock pick for the Sohn Conference 2021.

December 3, 2021

Sohn: Pinnacle a unique investment, says David Allingham

AFR

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Builders Union’s Markus Bihler has picked the freshly listed London-based fintech Wise as his top pick at the 2021 Sohn Hearts & Minds Conference.

December 3, 2021

Sohn: Builders Union’s Markus Bihler picks British fintech Wise

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Spotify’s market-leading position in the future of audio will catapult the business to among the so-called FAANG stocks alongside the likes of Apple and Amazon, powering revenue growth and its share price, according to Hamish Corlett, co-founder of TDM Growth Partners.

December 3, 2021

Sohn: TDM Growth Partners’ Corlett doubles down on Spotify

AFR

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Firetrail’s Eleanor Swanson believes Megaport is currently one of the best stories on the sharemarket, and has the potential to join the ranks of Australian-founded technology companies such as Atlassian and Afterpay.

December 3, 2021

Sohn: Megaport ‘the most exciting tech adventure of this decade’

AFR

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Griffin expects the car market will be 50 per cent electric by 2030. He likes Onsemi in particular because of its management, and the fact it is being priced as an industrial semiconductor producer.

December 3, 2021

Sohn: Griffin picks semiconductor business Onsemi

AFR

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Moderna’s co-founder expects the biotech’s vaccine will be at least somewhat effective against the Omicron variant, but says his company can quickly pump out variant-specific boosters for new strains when needed.

December 3, 2021

Vaccines can be formulated ‘over and over again’: Moderna ready for new COVID variants

Sydney Morning Herald

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Jay Kahn’s Flight Deck fund seeks out stocks in “roads least travelled”, and Kahn reckons it has unearthed a “multi-bagger”: Bengo4, which he describes as Japan’s DocuSign.

December 3, 2021

Sohn: Jay Kahn picks Bengo4

AFR

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Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

December 3, 2021

TDM Growth’s Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Investment Conference

The Australian

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Yen Liow, founder and portfolio manager of Aravt Global, has a bullish take on Nasdaq-listed software development company GitLab, which he expects to soar in the coming years.

December 3, 2021

Sohn: Aravt Global’s Liow picks GitLab for sharp growth

AFR

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It’s an “age of instant gratification”, according to Tekne Capital Management’s Beeneet Kothari, and he is picking restaurant delivery group Delivery Hero to ride the innovation in last-mile logistics in the $US1 trillion takeaway food sector.

December 3, 2021

Sohn: Beeneet Kothari of Tekne Capital Management picks Delivery Hero

AFR

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Jay Kahn of Flight Deck Capital has pitched Nikkei-listed Bengo4 as his stock pick for this year’s Sohn Hearts & Minds conference, following the recent acceptance of the electronic signature in Japan due to the Covid-19 pandemic.

December 3, 2021

Jay Kahn, Flight Deck Capital - Stock pick: Bengo4

The Australian

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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

December 3, 2021

Sohn delivers lessons on tech disruption

AFR

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Joyce Meng of Fact Capital says investors should take advantage of growing skincare spends.

December 3, 2021

Sohn: Beauty Health attractively priced for growth, says FACT Capital’s Meng

AFR

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An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

December 3, 2021

Sohn Conference: Regal Funds founder Phil King’s short share tips

The Australian

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Regal Funds Management’s Phil King says it’s a tough market for short sellers but it didn’t stop him from nominating a prominent one at Sohn Hearts and Minds today: FlightCentre.

December 3, 2021

Short trader’s lament: Stocks trade like Bitcoin

Sydney Morning Herald

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Moderna will know in just over a week how effective its COVID-19 vaccine is against the omicron strain, according to the company’s co-founder Robert Langer, who presented at the sixth annnual Sohn Hearts and Minds Conference.

December 3, 2021

Moderna working ’round the clock’ to fight omicron

AFR

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Builders Unions', Markus Bihler pitched Wise at the sixth annual Sohn Hearts & Minds Conference. Over the next five years, the fund manager expects the target share price to hit 30 pounds by 2027, a 27 per cent five year annualised return.

December 3, 2021

Markus Bihler, Builders Union - Stock pick: Wise

The Australian

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Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing instead on share price blips that have included so-called meme stock GameStop, according to chief investment officer Phil King.

December 3, 2021

Regal’s Phil King shorts GameStop in tactical shift

AFR

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Munro Partners’ Nick Griffin has pitched Nasdaq-listed Onsemi as his stock pick at this year’s Sohn Hearts & Minds conference, labelling it the ‘hidden hero’ of the path to decarbonisation.

December 3, 2021

Nick Griffin, Munro Partners - Stock pick: Onsemi

The Australian

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Berkshire Hathaway’s veteran 97-year-old investor Charlie Mungert warns that he views today’s markets as wildly overvalued in places.‍

December 3, 2021

Munger says this era is crazier than dotcom one, praises China

AFR

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Moderna co-founder Robert Langer has said he’s confident the company’s vaccine will be effective against the omicron strain of COVID-19, but not as effective as it is against the original variant. “But that doesn’t mean it won’t be effective,” said Mr Langer.

December 3, 2021

Morderna co-founder expects vaccine to be “somewhat effective”

AFR

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Berkshire Hathaway vice chairman Charlie Munger, a longtime partner of Warren Buffett, has made his first appearance at the sixth annual Sohn conference in Australia on Friday.

December 3, 2021

Market now is ‘crazier than the dot-com era’, says Berkshire Hathaway vice chairman Charlie Munger

The Australian

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Regal Funds Management co founder, Phil King is recommending that investors sell shares in travel company Flight Centre, arguing that the stock has rebounded too strongly since its lows of last year with the company still facing headwinds with the shift to online travel bookings.

December 3, 2021

Phil King, Regal Funds Management - Stock pick: Short Flight Centre

The Australian

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FACT Capitals' Joyce Meng pitched Beauty Health Company at the sixth annual Sohn Hearts and Minds Conference. Meng is forecasting 30 per cent durable and organic growth driven by accelerating equipment placements and a price target of $40 a share for 40 per cent upside.

December 3, 2021

Joyce Meng, FACT Capital - Stock pick: Beauty Health Company (SKIN)

The Australian

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Fund manager, Qiao Ma has tipped Hong Kong based global power tools and outdoor equipment company Techtronic Industries at the Sohn Hearts & Minds conference on Friday.

December 3, 2021

Qiao Ma, Coopers Investments - Stock pick: Techtronic Industires

The Australian

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Gavin Baker, managing partner and CIO of Atreides Management, a $4.5bn crossover firm based in Massachusetts, recommends investors hold Coinbase, a platform for investing in cryptocurrency.

December 3, 2021

Gavin Baker - Stock tip: Coinbase (COIN)

The Australian

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Charlie Munger, the 97-year-old investor and polymath who has been the trusted sidekick of Warren Buffett for decades shared his thoughts on markets, investing and geopolitics in a wide-ranging interview broadcast as part of the Sohn Hearts & Minds Investment Conference.

December 3, 2021

Crypto, stocks ‘crazier than the dotcom era’: Munger

AFR

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Cooper Investors’ Qiao Ma says that despite cordless power tools provider Techtronic Industries being an industrials company, it’s really a technology company at heart.

December 3, 2021

Cooper Investors’ Qiao Ma says Techtronic is more of a Silicon Valley company than an industrials company

AFR

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Beeneet Kothari of Tekne Capital Management has chosen Delivery Hero as his stock pick at the Sohn Hearts & Minds conference, saying it is the best way to play the innovation and last-mile logistics trend.

December 3, 2021

Beeneet Kothari, Tekne Capital Management - Stock tip: Delivery Hero

The Australian

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Investment legend Charlie Munger says the current climate on global markets is crazier than the dot-com bubble two decades ago, as he savaged the boom in cryptocurrencies as insane and backed China’s ban on the digital assets.

December 3, 2021

‘Crazier than dot-com era’: Charlie Munger lashes crypto, wary of booming markets

The Age

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Firetrail Investments’ Eleanor Swanson has tipped ASX listed telco software company, Megaport, as the best stock for 2022 at the annual Sohn Hearts & Minds Conference.

December 3, 2021

Eleanor Swanson, Firetrail - Stock tip: Megaport

The Australian

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There is no bigger or unsolved problem than taxes which remains consuming, complicated and error prone. Businesses still manage their taxes with a combination of pen and paper and excel and the complexities are only increasing. Babak Poushanchi says Avalara, based in Seattle, is solving the problem.

December 3, 2021

Babak Poushanchi, Cota Capital - Stock pick: Avalara

The Australian

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Moderna co-founder Robert Langer has suggested the vaccine maker will know within days if its mRNA Covid-19 vaccine is effective against the new variant, Omicron, as he predicted future mutations and the likelihood of the virus becoming “something life flu” that will require regular vaccine boosters.

December 3, 2021

Co-founder Robert Langer says Moderna will know within days if its mRNA Covid-19 vaccine is effective against Omicron

The Australian

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Pinnacle Investment Management is a multi-boutique fund manager that owns stakes in 16 Australian fund managers across Australia of between 23 to 49 per cent. It is led by CEO Ian Macoun who is said to be famous for picking star portfolio managers.

December 3, 2021

David Allingham, Eley Griffiths - Stock pick: Pinnacle Investment Management

The Australian

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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.

December 2, 2021

Here comes the Sohn: big names battle over conference music

The Australian

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Fund Manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

December 2, 2021

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

The Australian

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Eleanor Swanson of Firetrail Investments sat down with Equity Mates Media ahead of this year's conference. Eleanor shares the story of her first investment, breaks down the small cap landscape and shares some of the best companies that she's come across during her time in the markets.

December 2, 2021

Equity Mates: Eleanor Swanson, Firetrail Investments

Equity Mates Podcast

Eleanor Swanson of Firetrail Investments sat down with Equity Mates Media ahead of this year's conference. Eleanor shares the story of her first investment, breaks down the small cap landscape and shares some of the best companies that she's come across during her time in the markets.

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Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.

December 1, 2021

Why Sohn winner’s unique tech strategy ignores a $14trn market

AFR

Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.

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Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.

November 29, 2021

A hedge fund sleuth who seeks only the truth

AFR

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Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick, bill.com, share price up more than 200 per cent.

November 28, 2021

Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%

The Australian

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Yen Liow of Aravt Global sat down with Equity Mates Media ahead of this year's conference. 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.

November 25, 2021

Equity Mates: Yen Liow, Aravt Global

Equity Mates Podcast

Yen Liow of Aravt Global sat down with Equity Mates Media ahead of this year's conference. 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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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, an Equity Mates Media podcast.

November 23, 2021

You're in Good Company: Rory Lucas, HM1 & Phil King, Regal Funds Management

You're in Good Company

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, an Equity Mates Media podcast. They discuss all things Hearts & Minds including the upcoming Conference, HM1 and what's involved as a Core and Conference Fund Manager. Phil also shares why he's proud to be part of the Hearts & Minds family, Regal's investment approach and explains what Alternative and Short investing is.

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Returning Conference Manager Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.

November 23, 2021

Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari

The Australian

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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.

November 22, 2021

Why this $6.1b fundie prefers climate stocks to Chinese megacaps

AFR

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As a rising star within Firetrail Investment Management, Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.

November 15, 2021

The Millennial fund manager who pounded the table on Afterpay

AFR

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New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.

November 15, 2021

Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story at Sohn Hearts & Minds

The Australian

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Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts and Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.

November 8, 2021

'Very, very high conviction’: Sohn fundie’s top stock pick

AFR

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November 5, 2021

Why Cooper Investors’ stock picker Qiao Ma is betting on consumers

The Australian

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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.

November 4, 2021

Equity Mates: Beeneet Kothari, Tekne Capital Management

Equity Mates Podcast

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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The payments sector has entered a golden era, says Avart Global’s Yen Liow, who hails from Melbourne.

November 1, 2021

This New York-based fund manager hates Alibaba but loves PayPal

AFR

The payments sector has entered a golden era, says Avart Global’s Yen Liow, who hails from Melbourne.

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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.

October 27, 2021

Moderna’s miracle and why mRNA is the new powerhouse of medicine

AFR

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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.

October 27, 2021

How rigorous research built a $US141bn company, Moderna

The Australian

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.

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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.

October 27, 2021

Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder

The Sydney Morning Herald

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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.

October 25, 2021

Why this tech stockpicker is patient on China, bullish on bitcoin

AFR

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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Warren Buffett’s right-hand man Charlie Munger is the headline act at Sohn Hearts and Minds this year and the 97-year-old investment legend is expected to offer forthright views on global financial markets which are now at a critical juncture.

October 13, 2021

‘He pulls no punches’: Investment legend Charlie Munger headlines Australian conference

The Sydney Morning Herald

Warren Buffett’s right-hand man Charlie Munger is the headline act at Sohn Hearts and Minds this year and the 97-year-old investment legend is expected to offer forthright views on global financial markets which are now at a critical juncture.

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Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds 2021 Conference.

October 13, 2021

Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference

The Australian

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds 2021 Conference.

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Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

October 13, 2021

Charlie Munger’s magic is in what he doesn’t do

AFR

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

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October 13, 2021

Charlie Munger to headline Sohn Hearts & Minds 2021

AFR

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

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In yet another fantastic episode with Equity Mates, first-time conference manager Qiao Ma chats with the guys about her incredible first investment, the investment philosophy of core manager Cooper Investors and the investment thesis behind her conference pitch, Shenzhou International.

December 10, 2020

Equity Mates: Qiao Ma, Cooper Investors

In yet another fantastic episode with Equity Mates, first-time conference manager Qiao Ma chats with the guys about her incredible first investment, the investment philosophy of core manager Cooper Investors and the investment thesis behind her conference pitch, Shenzhou International.

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In this episode of Equity Mates hear from Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners.

December 7, 2020

Equity Mates: Hamish Corlett, TDM Growth Partners

In this episode of Equity Mates hear from Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners.

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Penfolds has a 176-year history but its resilience is being severely tested by the China trade row, and re-directing product to other markets isn't that simple.

November 16, 2020

The biggest test for Australia's most famous wine brand

AFR

Penfolds has a 176-year history but its resilience is being severely tested by the China trade row, and re-directing product to other markets isn't that simple.

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The SOHN Hearts & Minds Investment Conference 2020 was held on Friday 13. It brings top stock picks and market insights from the leading fund managers in Australia and the US.

November 14, 2020

Sohn Hearts & Minds Investment Conference 2020: full coverage

The Australian

The SOHN Hearts & Minds Investment Conference 2020 was held on Friday 13. It brings top stock picks and market insights from the leading fund managers in Australia and the US.

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NYU Stern School of Business Professor, serial entrepreneur and business podcaster Scott Galloway has blasted “sociopathic” big tech and the US government, while outlining the profound implications of COVID-19 for the US economy and its big players.

November 13, 2020

Sohn Investment Conference: Section 4’s Scott Galloway on how Covid-19 has changed the world

The Australian

NYU Stern School of Business Professor, serial entrepreneur and business podcaster Scott Galloway has blasted “sociopathic” big tech and the US government, while outlining the profound implications of COVID-19 for the US economy and its big players.

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Australian investors will be very familiar with potential gains that can be created from innovations in the payment system, think Afterpay. In China, the mobile payments market is both enormous and advanced in technical terms, that’s where Yeahka Ltd operates — a top stock choice from Beeneet Kothari of New York-based Tekne Capital Management at the SOHN Hearts & Minds Investment Conference 2020.

November 13, 2020

Sohn Investment Conference: Tekne Capital’s Beeneet Kothari eyes Chinese payments stock

The Australian

Australian investors will be very familiar with potential gains that can be created from innovations in the payment system, think Afterpay. In China, the mobile payments market is both enormous and advanced in technical terms, that’s where Yeahka Ltd operates — a top stock choice from Beeneet Kothari of New York-based Tekne Capital Management at the SOHN Hearts & Minds Investment Conference 2020.

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Star fund managers are betting that companies in e-commerce and healthcare that thrived during the COVID-19 pandemic remain solid long term bets as the virus permanently alters consumers behaviours and values.

November 13, 2020

Star fund managers look beyond pandemic for enduring winners

AFR

Star fund managers are betting that companies in e-commerce and healthcare that thrived during the COVID-19 pandemic remain solid long term bets as the virus permanently alters consumers behaviours and values.

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Leading US fund manager Bill Ackman has predicted that 2021 will be a “very good” year for the US sharemarket, with a combination of low interest rates, fiscal stimulus and a new president who will not introduce radical policies.

November 13, 2020

Sohn Investment Conference: The stocks that might be winners in 2021

The Australian

Leading US fund manager Bill Ackman has predicted that 2021 will be a “very good” year for the US sharemarket, with a combination of low interest rates, fiscal stimulus and a new president who will not introduce radical policies.

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The rise of telehealth and online medicine as a result of the COVID-19 pandemic has been behind the recommendation of New York based fund manager Cathie Wood, for US based telemedicine and virtual health care company Teladoc Health as her stock pick for the 2020 Australian Sohn Hearts & Minds Investment Conference.

November 13, 2020

Sohn Investment Conference: ARK Invest’s Cathie Wood on telehealth stocks

The Australian

The rise of telehealth and online medicine as a result of the COVID-19 pandemic has been behind the recommendation of New York based fund manager Cathie Wood, for US based telemedicine and virtual health care company Teladoc Health as her stock pick for the 2020 Australian Sohn Hearts & Minds Investment Conference.

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When Bill Ackman realised coronavirus was about to run rife in the West he knew he had to do something fast to protect the $US10bn ($14bn) of assets managed by Pershing Square, much of it in restaurant brands that were vulnerable to the economic lockdowns he saw coming. Rather than sell stock, he opted to hedge via credit default swaps.

November 13, 2020

Sohn Investment Conference: Pershing Square’s Bill Ackman on the US presidential election

The Australian

When Bill Ackman realised coronavirus was about to run rife in the West he knew he had to do something fast to protect the $US10bn ($14bn) of assets managed by Pershing Square, much of it in restaurant brands that were vulnerable to the economic lockdowns he saw coming. Rather than sell stock, he opted to hedge via credit default swaps.

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Legendary investor Bill Ackman and NSW Premier Gladys Berejiklian have something in common - they were not afraid to do things no one else was doing during the COVID-19 crisis. There's a lesson there for investors.

November 13, 2020

Investors can learn from Bill and Gladys

AFR

Legendary investor Bill Ackman and NSW Premier Gladys Berejiklian have something in common - they were not afraid to do things no one else was doing during the COVID-19 crisis. There's a lesson there for investors.

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Halpert's “digital decolonisation” thesis is that entrepreneurs, companies, governments and consumers in developing markets are reclaiming their digital economies and ecosystems from multinationals, and developing indigenous solutions for local problems.

November 13, 2020

Prince Street’s David Halpert sees technology opportunities in emerging markets

The Australian

Halpert's “digital decolonisation” thesis is that entrepreneurs, companies, governments and consumers in developing markets are reclaiming their digital economies and ecosystems from multinationals, and developing indigenous solutions for local problems.

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Billionaire investor Bill Ackman bemoaned his losing bet on Warren Buffett’s Berkshire Hathaway during a virtual appearance at the Sohn Hearts & Minds investment conference this week, according to the Australian Financial Review.

November 13, 2020

Billionaire investor Bill Ackman likely lost more money on Warren Buffett's Berkshire Hathaway than 'anyone in the world'

Business Insider

Billionaire investor Bill Ackman bemoaned his losing bet on Warren Buffett’s Berkshire Hathaway during a virtual appearance at the Sohn Hearts & Minds investment conference this week, according to the Australian Financial Review.

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Bill Ackman predicts 2021 will be a rewarding year for the equity market and urged investors to "go long", but the Wall Street legend and Pershing Square founder worries that irrespective of Pfizer's vaccine breakthrough, the US faces a grim winter of coronavirus casualties.

November 13, 2020

Bill Ackman says 'go long': 2021 will be 'very, very good year'

AFR

Bill Ackman predicts 2021 will be a rewarding year for the equity market and urged investors to "go long", but the Wall Street legend and Pershing Square founder worries that irrespective of Pfizer's vaccine breakthrough, the US faces a grim winter of coronavirus casualties.

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The founder of San Francisco-based Cota Capital, Babak Poushanchi, says the best days for enterprise-facing software businesses are yet to come, despite the spectacular returns they have delivered to investors over 2020.

November 12, 2020

Why this sector can crush the market

AFR

The founder of San Francisco-based Cota Capital, Babak Poushanchi, says the best days for enterprise-facing software businesses are yet to come, despite the spectacular returns they have delivered to investors over 2020.

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Global stocks exposed to the technology boom, whose performance was partially fuelled by the coronavirus crisis, were the big winners from the calls made by top investment minds at the Sohn Hearts & Minds Investment Conference last year.

November 12, 2020

Sohn Investment Conference: How the stock picks of 2019 performed

The Australian

Global stocks exposed to the technology boom, whose performance was partially fuelled by the coronavirus crisis, were the big winners from the calls made by top investment minds at the Sohn Hearts & Minds Investment Conference last year.

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