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“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview with The Australian ahead of her appearance as a stock tipper at the Sohn Hearts & Minds conference in Sydney next month.“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview with The Australian ahead of her appearance as a stock tipper at the Sohn Hearts & Minds conference in Sydney next month.
October 10, 2023
Beware the pitfalls of investing in healthcare, says IFM boss
The Australian

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Beware the pitfalls of investing in healthcare, says IFM boss
2023
Glenda Korporaal
The Australian
According to Dr Attia - who will speak at the Sohn Hearts & Minds in Sydney next month - nothing is completely random. He has built a career unearthing about what fuels a long life and shared his knowledge in the bestselling book Outlive: The Science & Art of Longevity. According to Dr Attia - who will speak at the Sohn Hearts & Minds in Sydney next month - nothing is completely random. He has built a career unearthing about what fuels a long life and shared his knowledge in the bestselling book Outlive: The Science & Art of Longevity.
October 6, 2023
Secret to a long life cheaper than you think celebrity physician Peter Attia reveals
The Australian

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Secret to a long life cheaper than you think celebrity physician Peter Attia reveals
2023
Jared Lynch
The Australian
Angela Aldrich bet against Treasury Wine Estates at the top of the market; now the Bayberry Capital founder is preparing to make her next big call.Angela Aldrich bet against Treasury Wine Estates at the top of the market; now the Bayberry Capital founder is preparing to make her next big call.
September 18, 2023
‘Volatility is opportunity’: why this manager loves shorting stocks
Australian Financial Review

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‘Volatility is opportunity’: why this manager loves shorting stocks
2023
Joshua Peach
Australian Financial Review
Influential New York hedge fund manager Ricky Sandler says no one is focused on picking interesting, idiosyncratic stocks. Influential New York hedge fund manager Ricky Sandler says no one is focused on picking interesting, idiosyncratic stocks.
September 11, 2023
Stock stars look under the surface
The Australian

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Stock stars look under the surface
2023
Eric Johnston
The Australian
When New York-based hedge fund manager Ricky Sandler arrived in Australia a year ago to spend time with his son who was studying in Sydney, he didn’t expect to become the reigning champion of a philanthropic investor conference.When New York-based hedge fund manager Ricky Sandler arrived in Australia a year ago to spend time with his son who was studying in Sydney, he didn’t expect to become the reigning champion of a philanthropic investor conference.
September 11, 2023
Top NY stock picker warns inflation to remain above pre-COVID levels
The Age

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Top NY stock picker warns inflation to remain above pre-COVID levels
2023
Millie Muroi
The Age
After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.
September 11, 2023
Investors sweeten on hedge funds as rates climb
Australian Financial Review

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Investors sweeten on hedge funds as rates climb
2023
Sarah Jones
Australian Financial Review
Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses, as continuing central bank interest rate rises threaten to keep markets falling.Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses, as continuing central bank interest rate rises threaten to keep markets falling.
November 18, 2022
Why Sohn’s top stock pickers want investors to play it safe
AFR

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Why Sohn’s top stock pickers want investors to play it safe
2022
Jonathan Shapiro, Jemima Whyte, Alex Gluyas, Emma Rapaport and James Thomson
AFR
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s Museum of Old and New Art, better known as MONA, in Hobart on Thursday night.Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s Museum of Old and New Art, better known as MONA, in Hobart on Thursday night.
November 18, 2022
Fundies and billionaires party in Hobart
AFR

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Fundies and billionaires party in Hobart
2022
James Thomson, Jemima Whyte, Jonathan Shapiro, Emma Rapaport and Alex Gluyas
AFR
A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.
November 18, 2022
Hearts racing: Rich listers rendezvous for speed-dating style stock picking
The Age

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Hearts racing: Rich listers rendezvous for speed-dating style stock picking
2022
Elizabeth Knight
The Age
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
November 18, 2022
How Mona's David Walsh shocked our top stock pickers
AFR

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How Mona's David Walsh shocked our top stock pickers
2022
James Thomson
AFR
The Sohn Hearts & Minds Investment Leaders Conference, held annually, had before Friday’s event made more than $40m in collective donations to medical research. It applies the stock picks made by fund managers in an investment portfolio. The Sohn Hearts & Minds Investment Leaders Conference, held annually, had before Friday’s event made more than $40m in collective donations to medical research. It applies the stock picks made by fund managers in an investment portfolio.
November 18, 2022
Fund managers go global for top Sohn conference stock picks over Aussie companies
The Australian

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Fund managers go global for top Sohn conference stock picks over Aussie companies
2022
Cliona O’Dowd and Joyce Moullakis
The Australian
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down, before investing it strategically.Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down, before investing it strategically.
November 18, 2022
Don’t rush to invest yet, fund manager tells Sohn event
AFR

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Don’t rush to invest yet, fund manager tells Sohn event
2022
Cecile Lefort, Jonathan Shapiro and Alex Gluyas
AFR
Technology behind the tech; healthier lifestyles; the green transition and regulatory tailwinds. These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.Technology behind the tech; healthier lifestyles; the green transition and regulatory tailwinds. These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.
November 18, 2022
Behind the mega-themes shaping top stockpickers
The Australian

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Behind the mega-themes shaping top stockpickers
2022
Eric Johnston
The Australian
Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.
November 17, 2022
Low debt counts for everything, says Perpetual’s Aboud
The Australian

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Low debt counts for everything, says Perpetual’s Aboud
2022
Eric Johnston
The Australian
Perpetual’s star stock picker Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in an environment of rising interest rates and global market upheaval.Perpetual’s star stock picker Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in an environment of rising interest rates and global market upheaval.
November 17, 2022
Perpetual’s Aboud says bet on balance sheets in turbulent markets
AFR

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Perpetual’s Aboud says bet on balance sheets in turbulent markets
2022
Jonathan Shapiro
AFR
Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.
November 17, 2022
Five years on, what are the best Sohn stock picks to date?
The Australian

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Five years on, what are the best Sohn stock picks to date?
2022
Cliona O'Dowd
The Australian
Gerry Cardinale, the owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.Gerry Cardinale, the owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.
November 16, 2022
How Gerry Cardinale of RedBird Capital tries to double his money investing in sport
The Australian

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How Gerry Cardinale of RedBird Capital tries to double his money investing in sport
2022
John Stensholt
The Australian
Twenty students from Kingston High School have been given the opportunity to attend the prestigious Sohn Hearts & Minds conference this week.Twenty students from Kingston High School have been given the opportunity to attend the prestigious Sohn Hearts & Minds conference this week.
November 16, 2022
Forum to win over hearts and minds
The Mercury

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Forum to win over hearts and minds
2022
Sarah Perillo
The Mercury
James Miller, a portfolio manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.James Miller, a portfolio manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.
November 14, 2022
Think outside the box for green investment opportunities
The Australian

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Think outside the box for green investment opportunities
2022
Glenda Korporaal
The Australian
Carleton’s conviction will be on full display on Friday, when he makes his third appearance at the annual Sohn Hearts & Minds Investment Leaders Conference, where stock-pickers share their best ideas in the name of medical research.Carleton’s conviction will be on full display on Friday, when he makes his third appearance at the annual Sohn Hearts & Minds Investment Leaders Conference, where stock-pickers share their best ideas in the name of medical research.
November 14, 2022
Tim Carleton is backing the Aussie dream all the way
AFR

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Tim Carleton is backing the Aussie dream all the way
2022
Jonathan Shapiro
AFR
Maggie O'Neill, Head of Marketing and Operations at HM1 joined Nick Griffin, CIO of Munro Partners to discuss the history of Hearts & Minds, Munro Partners' involvement and Nick's upcoming stock pitch.Maggie O'Neill, Head of Marketing and Operations at HM1 joined Nick Griffin, CIO of Munro Partners to discuss the history of Hearts & Minds, Munro Partners' involvement and Nick's upcoming stock pitch.
November 11, 2022
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Invest in the Journey Podcast

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Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
2022
Munro Partners
Invest in the Journey Podcast
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
November 10, 2022
Why this fundie is betting on luxury as recession fears mount
AFR

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Why this fundie is betting on luxury as recession fears mount
2022
Emma Rapaport
AFR
An increasing intransigence from authorities in Beijing toward private enterprise - and harsh pandemic restrictions - might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.An increasing intransigence from authorities in Beijing toward private enterprise - and harsh pandemic restrictions - might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.
November 8, 2022
Fortune favours the brave in China
The Australian

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Fortune favours the brave in China
2022
Glenda Korporaal
The Australian
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.
November 7, 2022
This fundie couldn’t be happier with her portfolio
AFR

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This fundie couldn’t be happier with her portfolio
2022
Vesna Poljak
AFR
Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.
November 3, 2022
Why the sell-off in big tech looks overdone
AFR

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Why the sell-off in big tech looks overdone
2022
Alex Gluyas
AFR
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about his journey launching the $5.7 billion dollar asset manager, how the market has changed over the past decade and his motivations for participating in this year's Sohn Hearts & Minds conference.Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about his journey launching the $5.7 billion dollar asset manager, how the market has changed over the past decade and his motivations for participating in this year's Sohn Hearts & Minds conference.
November 3, 2022
Equity Mates: Ricky Sandler, Eminence Capital

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Equity Mates: Ricky Sandler, Eminence Capital
2022
Equity Mates Investing
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.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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Auscap Asset Management founder sticks to a winning formula
2022
Glenda Korporaal
The Australian
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.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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Why Peter Cooper can’t wait for the next 30 years on markets
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
2022
James Thomson
AFR
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.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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Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper
2022
Eric Johnston
The Australian
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.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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Why this fundie is betting big on two losing companies
2022
Emma Rapaport
AFR
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.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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How BHP’s appointment of Ken MacKenzie won over fund manager Peter Cooper again
2022
Eric Johnston
The Australian
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.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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Why this fundie is calling the peak for CBA shares
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.
2022
Emma Rapaport
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.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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Regal hedge fund manager says resources stocks are still cheap
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.
2022
Tom Richardson
AFR
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.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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‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond ahead of Sohn Hearts & Minds Investment Leaders Conference
2022
Glenda Korporaal
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.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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WaveStone Capital's Catherine Allfrey warns of profit downgrades to come as downturn hits
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.
2022
Glenda Korporaal
The Australian
The WaveStone principal says retail will drop away but quality operators will find a way through.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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This fund manager thinks the RBA got it right in moderating rate rises
The WaveStone principal says retail will drop away but quality operators will find a way through.
2022
Vesna Poljak
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.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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This fundie fought Vladimir Putin. He says there can be no peace deal
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.
2022
James Thomson
AFR
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.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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It’s Trump I fear, says Putin’s nemesis
2022
Ticky Fullerton
The Australian
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.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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‘He doesn’t negotiate’: Russia’s foreign enemy No.1 on what makes Putin tick
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.
2022
Elizabeth Knight
The Sydney Morning Herald
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.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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What stock will Sohn’s top picker choose next?
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.
2022
Ticky Fullerton
The Australian
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.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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Equity Mates: Tim Carleton, Auscap Asset Management
2022
Equity Mates Investing
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.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.
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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How venture capital and star power built one of sport’s hot new brands
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.
2022
James Thomson
AFR
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.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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‘Recession-proof’: Investment giants eye sport as an asset class
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.
2022
Clancy Yeates
The Sydney Morning Herald
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'.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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Conservative Australian sports leagues are ‘letting investment opportunities pass them’
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.
2022
David Swan
The Australian
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.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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Sohn Hearts & Minds looks beyond tech ahead of Hobart event
2022
Jonathan Shapiro
AFR
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.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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‘Putin’s number one foreign enemy’ to address Aussie finance event
2022
Clancy Yeates
The Age
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.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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Putin critic and author Bill Browder to headline Sohn investor conference
2022
Ticky Fullerton
The Australian
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.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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Yen Liow, Aravt Global - Stock pick: Gitlab
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
Peter Cooper, the founder of Cooper Investors, HM1 Core Fund Manager, shares his learnings from Charlie Munger.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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What Charlie Munger taught me over breakfast about investing
2021
Peter Cooper
AFR
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.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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Sohn: Regal’s Phil King takes on retail army with Flight Centre short pick
2021
Jonathan Shapiro
AFR
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.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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Sohn: Cota Capital’s Babak Poushanchi picks tax software player
2021
Tom Richardson
AFR
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.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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Sohn: Atreides’s Baker picks ‘user-friendly’ Coinbase
2021
Cecile Lefort
AFR
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.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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Sohn: Pinnacle a unique investment, says David Allingham
2021
Tom Richardson
AFR
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.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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Sohn: Builders Union’s Markus Bihler picks British fintech Wise
2021
Alex Gluyas
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.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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Sohn: TDM Growth Partners’ Corlett doubles down on Spotify
2021
Alex Gluyas
AFR
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.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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Sohn: Megaport ‘the most exciting tech adventure of this decade’
2021
Alex Gluyas
AFR
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.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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Sohn: Griffin picks semiconductor business Onsemi
2021
Jemima Whyte
AFR
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.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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Vaccines can be formulated ‘over and over again’: Moderna ready for new COVID variants
2021
Emma Koehn
Sydney Morning Herald
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.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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Sohn: Jay Kahn picks Bengo4
2021
Jemima Whyte
AFR
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.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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TDM Growth’s Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Investment Conference
2021
Ticky Fullerton
The Australian
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.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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Sohn: Aravt Global’s Liow picks GitLab for sharp growth
2021
Richard Henderson
AFR
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.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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Sohn: Beeneet Kothari of Tekne Capital Management picks Delivery Hero
2021
Jemima Whyte
AFR
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.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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Jay Kahn, Flight Deck Capital - Stock pick: Bengo4
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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 sectorsFrom 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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Sohn delivers lessons on tech disruption
2021
James Thomson
AFR
Joyce Meng of Fact Capital says investors should take advantage of growing skincare spends.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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Sohn: Beauty Health attractively priced for growth, says FACT Capital’s Meng
2021
Jonathan Shapiro
AFR
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.‍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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Sohn Conference: Regal Funds founder Phil King’s short share tips
2021
Glenda Korporaal
The Australian
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.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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Short trader’s lament: Stocks trade like Bitcoin
2021
Colin Kruger
Sydney Morning Herald
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.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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Moderna working ’round the clock’ to fight omicron
2021
Richard Henderson
AFR
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.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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Markus Bihler, Builders Union - Stock pick: Wise
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Regal’s Phil King shorts GameStop in tactical shift
2021
Richard Henderson
AFR
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.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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Nick Griffin, Munro Partners - Stock pick: Onsemi
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
Berkshire Hathaway’s veteran 97-year-old investor Charlie Mungert warns that he views today’s markets as wildly overvalued in places.‍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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Munger says this era is crazier than dotcom one, praises China
2021
Tom Richardson
AFR
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.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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Morderna co-founder expects vaccine to be “somewhat effective”
2021
Tom Richardson
AFR
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.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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Market now is ‘crazier than the dot-com era’, says Berkshire Hathaway vice chairman Charlie Munger
2021
Glenda Korporaal
The Australian
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.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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Phil King, Regal Funds Management - Stock pick: Short Flight Centre
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Joyce Meng, FACT Capital - Stock pick: Beauty Health Company (SKIN)
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Qiao Ma, Coopers Investments - Stock pick: Techtronic Industires
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Gavin Baker - Stock tip: Coinbase (COIN)
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Crypto, stocks ‘crazier than the dotcom era’: Munger
2021
Jonathan Shapiro and Tom Richardson
AFR
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.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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Cooper Investors’ Qiao Ma says Techtronic is more of a Silicon Valley company than an industrials company
2021
Alex Gluyas
AFR
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.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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Beeneet Kothari, Tekne Capital Management - Stock tip: Delivery Hero
2021
Cliona O'Dowd and Glenda Korporaal,
The Australian
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.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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‘Crazier than dot-com era’: Charlie Munger lashes crypto, wary of booming markets
2021
Clancy Yeates and Colin Kruger
The Age
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.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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Eleanor Swanson, Firetrail - Stock tip: Megaport
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Babak Poushanchi, Cota Capital - Stock pick: Avalara
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Co-founder Robert Langer says Moderna will know within days if its mRNA Covid-19 vaccine is effective against Omicron
2021
Cliona O'Dowd
The Australian
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.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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David Allingham, Eley Griffiths - Stock pick: Pinnacle Investment Management
2021
Cliona O'Dowd and Glenda Korporaal
The Australian
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.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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Here comes the Sohn: big names battle over conference music
2021
Melissa Yeo
The Australian
Fund Manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference. 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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Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway
2021
Glenda Korporaal
The Australian
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.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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Equity Mates: Eleanor Swanson, Firetrail Investments
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.
2021
Equity Mates Podcast
Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.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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Why Sohn winner’s unique tech strategy ignores a $14trn market
Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.
2021
Tony Boyd
AFR
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.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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A hedge fund sleuth who seeks only the truth
2021
Vesna Poljak
AFR
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.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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Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%
2021
Glenda Korporaal
The Australian
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.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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Equity Mates: Yen Liow, Aravt Global
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.
2021
Equity Mates Podcast
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.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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You're in Good Company: Rory Lucas, HM1 & Phil King, Regal Funds Management
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.
2021
You're in Good Company
Returning Conference Manager Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.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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Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari
2021
David Rogers
The Australian
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.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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Why this $6.1b fundie prefers climate stocks to Chinese megacaps
2021
Alex Gluyas
AFR
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.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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The Millennial fund manager who pounded the table on Afterpay
2021
William McInnes
AFR
New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.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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Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story at Sohn Hearts & Minds
2021
Glenda Korporaal
The Australian
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.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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'Very, very high conviction’: Sohn fundie’s top stock pick
2021
Tom Richardson
AFR
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 Qiao Ma is planning to tip a Hong Kong-based consumer brand player when she fronts the annual Sohn Hearts & Minds conference next month.
November 5, 2021
Why Cooper Investors’ stock picker Qiao Ma is betting on consumers
The Australian

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Why Cooper Investors’ stock picker Qiao Ma is betting on consumers
2021
Glenda Korporaal
The Australian
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