Thank YOU

for joining us at the sixth annual

Sohn Hearts & Minds Conference

scroll

Let’s Recap

Thank you again for joining us at the sixth annual (and second ever virtual) Sohn Hearts & Minds Investment Leaders Conference.

Each year Fund Managers who present on the program deliver fascinating concise, pitches on companies that many of us have never heard of, but which are integral to our day to day lives.

Stocks presented this year ranged from crypto to power tools, e-signatures to fulfilment, beauty to robotics, streaming to tax management and more. It’s clear that technology is continuing to be a major disrupter across sectors. I have put together a table of all the stocks pitched along with a short summary, scroll down to view.

I can’t overstate the significance of investment legend Charlie Munger dedicating his time to join us from his living room, thank you again Mark Nelson. Perhaps the most timely speaker was MIT Institute Professor Robert Langer, Co-Founder of Moderna, who generously provided his unique insights into breaking pandemic developments. Thank you to the team at MIT for facilitating this at short notice.

In the coming weeks, I will provide updates on any changes that the managers recommend to HM1 holdings in this ever-changing investment world we find ourselves in today. Subscribe here to get weekly updates.


We hope you enjoy this digital booklet recap, which the event team has designed as a companion to the virtual program. We’re looking forward to bringing you more innovation and meeting in person, next November in Tasmania.


Rory Lucas
Chief Investment Officer, Hearts and Minds Investments Limited (ASX: HM1)


There's no great company that can't be turned into a bad investment, just by raising the price

Charlie Munger, Berkshire Hathaway (USA)

Expect that you'll get some failure and you'll probably get a lot of criticism... don't let that stop you

MIT Institute Professor Robert Langer and Moderna Co-Founder (USA)

Investing is all about going against the flow, being contrarian

Phil King, Regal Funds Management

This type of obsession and focus gives them an incredibly deep and nuanced understanding of its customers

Qiao Ma, Cooper Investors

the stocks pitched

A summary of the stocks pitched at the 2021 Conference

Company Name
Fund Manager
Ticker
Exchange Listing
Sector
Description
AVALARA, INC.
BABAK POUSHANCHI
Cota Capital
AVLR
United States
Technology
A sales tax management software company that's on a mission to become part of every single transaction
BENGO4.COM
JAY KAHN
Flight Deck Capital
6027
Japan
Communications
Cloud-based platform supporting the growing need for digital signatures in Japan
COINBASE GLOBAL, INC.
GAVIN BAKER
Atreides Management
COIN
United States
Technology
A secure platform that makes it easy to buy, sell, and store cryptocurrency
DELIVERY HERO SE
BEENEET KOTHARI
Tekne Capital Management
DHER
Germany
Communications
A last mile logistics company purpose built for on-demand delivery and our new eCommerce world
GITLAB, INC.
YEN LIOW
Aravt Global
GTLB
United States
Technology
Designs and develops software solutions offering authentication, authorisation, DevOps score, audit, and value stream management
MEGAPORT LTD
ELEANOR SWANSON
Firetrail Investments
MP1
Australia
Technology
A platform that connects customers and individuals to the cloud, solving the connection issues plaguing businesses around the world
ON SEMICONDUCTOR CORPORATION
NICK GRIFFIN
Munro Partners
ON
United States
Technology
Specialises in power semis and sensor semis. These semiconductors will power most of the major shifts on the path to decarbonising the planet
PINNACLE INVESTMENT MANAGEMENT GROUP LTD
DAVID ALLINGHAM
Eley Griffiths Group
PNI
Australia
Financials
A diversified boutique investment management platform
SPOTIFY TECHNOLOGY S.A.
HAMISH CORLETT
TDM Growth Partners
SPOT
United States
Communications
The music streaming service that is quickly becoming the audio browser of the world
TECHTRONIC INDUSTRIES COMPANY LIMITED
QIAO MA
Cooper Investors
0669
Hong Kong
Industrials
A world-leader in cordless power tool technology
THE BEAUTY HEALTH COMPANY
JOYCE MENG
FACT Capital
SKIN
United States
Consumer Staples
A beauty health company bridging medical and consumer retail to personalise skin care solutions for the masses
WISE PLC
MARKUS BIHLER
Builders Union
WISE
London
Technology
An online platform enabling cheaper, faster international multi-currency money transfers, maximising convenience and transparency
SHORT IDEA
PHIL KING
Regal Funds Management
-
-
-
-

“We're living in the age of instant gratification so fulfillment has become the differentiator”

Beeneet Kothari, Tekne Capital Management (USA)

“It’s not the ‘what’ we care about, it’s the ‘how’

Nick Griffin, Munro Partners

30 Big Ideas, 1 Trade

Become a HM1 shareholder

Since inception (November 2018) the pre-tax NTA has grown by 92.6% representing a compound annual investment return of 24.4% pa.

Hearts and Minds Investments Limited (ASX:HM1) is a Listed Investment Company that invests 35% of its portfolio in the recommendations made by the speakers at the Sohn Hearts & Minds Investment Leaders conference.

Join our mailing list to receive weekly CIO Insights:

This information should not be considered financial advice. HM1 is not licensed to provide financial product advice. HM1 does not guarantee repayment of capital or any particular rate of return on HM1 securities. An investment may achieve a lower-than-expected return and investors risk losing some or all of their principal investment.  Past performance is no indication of future performance. Before making an investment decision, you should consider obtaining professional investment advice that considers your personal circumstances and should read the prospectus and market announcements to determine whether an investment in HM1 securities is right for you.  No cooling-off regime applies to an investment decision made in respect of HM1 securities.

Come down for air In Tasmania

18 November 2022

discovertasmania.com.au
Photo: Stu Gibson

Sohn Hearts & Minds Hobart 2022

Photo: Stu Gibson

Sohn Hearts & Minds Hobart 2022

proudly supports

Photo: Pierre Destribats

Leaders cannot improve without a culture of honest feedback

~ Ray Dalio

We’d love to hear from you


Oops! Something went wrong while submitting the form.

Sohn Hearts & Minds

2021 Supporters

IN THE MEDIA:

See full editorial coverage from the 2021 event here

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

December 8, 2021

Sohn delivers lessons on tech disruption

December 8, 2021

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

December 8, 2021

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

December 8, 2021

A hedge fund sleuth who seeks only the truth

November 29, 2021

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

November 15, 2021

Come down for air In Tasmania

18 November 2022

discovertasmania.com.au
Photo: Off the Path

Lorem ipsum dolor sit amet,
consectetur adipiscing elit.