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In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM sit down with Maggie O'Neill to share candid stories and reflections on building Hearts & Minds and creating the unique philanthropic model that has donated nearly $70 million to advance medical research.
Explore their decades-long partnership and the journey to creating a lasting legacy.
Nick Moakes, the chief investment officer of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.
Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.
Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.
Don’t overlook down and out silver miners, legacy skincare brands ready for a revival and a big financial company suffering from a severe case of shareholder wealth destruction. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds investment conference in Adelaide on Friday.
The major stockpicking conference is on tour for the third time in its nine-year history – at the same time as the supercar championships come to town.
Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.
Renowned technology leader Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.
Bitcoin is the ‘gateway drug’ for the cryptocurrency industry, which is now seeing the end of its time in ‘regulatory purgatory’, says one of the sector’s strongest billionaire backers and former Kamala Harris campers.
Ellerston Capital portfolio manager Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.
At Sohn Hearts & Minds, Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.
Corporate Travel Management will return to its former glory as the global travel industry gets back to normal after the Covid-19 pandemic, according to Rikki Bannan.
Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead.
Australia and the rest of the world must adjust to a new Trump presidency that will deliver an expected bull market but also disruption, with the leader in waiting prepared to “create pain” to get his way, speakers at the Sohn Hearts & Minds conference warned.
Admiral Mike Rogers, who headed the National Security Agency during Mr Trump’s first term and who worked closely with the then president, says Australia must prepare to make the case about key aspects of its alliance with the US to the transactional new president.
Hearts & Minds Investments chair Chris Cuffe is hoping for the six-year-old fund, which gives 1.5 per cent of its assets to medical research charities each year, to grow to more than $1.5bn in the next five years.
Friday’s Sohn Hearts & Minds conference will be the first time a group of significant global fund managers have spoken to an Australian investor audience about their views on the New World Investment Order under Trump 2.0.
Local space entrepreneurs are attempting to take a slice of SpaceX’s business, as demand for launch services far outweighs supply.
He was the first presenter at the very first Sohn Hearts & Minds conference at the Sydney Opera House in 2016, and now Adelaide fund manager David Prescott is hoping the event’s first foray into his home city will help to put it on the radar of some of the world’s leading investment experts.
Bitcoin’s bounce to record highs in recent days is only the beginning of a fresh surge higher for cryptocurrency, says US billionaire Mike Novogratz.
But influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick at the upcoming prestigious Sohn Hearts & Minds Conference this year.
As Donald Trump claims victory, markets are signalling that his administration could unleash a wave of inflationary pressures. Can stocks keep defying rising bond yields?
The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
With one eye on Beijing’s efforts to revive the Chinese economy, Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.
Beeneet Kothari of Tekne Capital Management says the best investments are made when you’re uncomfortable. He’s about to prove just that.
Mr Kothari, who was talking ahead of his fifth appearance at the annual Sohn Hearts & Minds conference in Adelaide on November 15, said a Trump presidency would be a force for deregulation in the US economy.
IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks in Australia, including in the consumer sector.
Chris Kourtis of Ellerston Capital plans to tip one of the “most hated” stocks in Australia when he presents at the 2024 Sohn Hearts & Minds Conference in Adelaide.
The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.
Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.
Sumit Gautam is the Founder of Scalar Gauge and speaks with Equity Mates ahead of his appearance at the Sohn Hearts and Minds conference.
When Northcape Capital’s Fleur Wright first visited Nvidia in 2018 there was no hint of the generative AI boom that erupted in 2023, but it turned out to be her biggest win.
Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.
Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.
Two billionaires and their companies – Canada’s Constellation and ASX-listed WiseTech – have soared in the past decade. Others worry things are about to turn.
The chief investment officer of the massive charitable fund raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.
The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
For billionaire investor and Oaktree Capital co-founder Howard Marks there’s little point in predicting whether the sharemarket is in bubble territory or where the market goes from here. That’s the enemy of long-term investment.
