Media & Insights

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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

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.

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.

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

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

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

Online retail stocks have become the small cap investment story of 2020, according to Todd Guyot, a portfolio manager with Regal’s $320m Australian Small Companies Fund. “We have done well out of the whole online theme of late,” says Guyot, who will be tipping a stock at the fifth annual Sohn Hearts & Minds conference on Friday.

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.

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

US tech giants are on track: not just to soar through the pandemic, but to structurally lock in their competitive edge well beyond COVID-19. What is more, there will be a tsunami of reallocated capital across the economy, creating huge winners and losers that investors should get ahead of if they don’t want to miss out.

One of the fiercest critics of 'Big Tech', author and academic Scott Galloway, has admitted his bearish call on Afterpay was wrong and warned that America's internet giants are poised to consolidate power following the coronavirus pandemic.

Scott Galloway, outspoken academic and expert on big tech, says "Jedi mind tricks" and "consensual hallucination" are responsible for some huge market valuations, and warns Silicon Valley giants will entrench their dominance in the post-pandemic world.

As a young Macquarie analyst, David Moberley was among the first to appreciate the profit potential of a new breed of technology stocks when he slapped a "buy" rating on REA Group in 2009.

Bill Ackman was famous for waging activist short campaigns. But older and wiser now, he steers clear of rather than exposes corporate malfeasance.

Wall Street hedge fund legend Bill Ackman has praised the Australian superannuation system as a way to bridge the growing income inequality in the US.

It has gone down in Wall Street folklore as one of the greatest trades in history – a $US27 million ($37.8 million) bet during the market meltdown in March that returned $US2.6 billion in the space of three weeks. And the mastermind behind it, New York hedge fund titan Bill Ackman, is now bracing for another bout of turbulence.

Wall Street legend Bill Ackman says megacap stocks such as Starbucks will come out of COVID-19 with a bigger moat and a market dominance like never before, and no election outcome will make a difference to the plight of wrecked small businesses.

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020. Speaking at the Sohn Hearts & Minds Investment Leaders Conference in Sydney last November, Ms Wood, who runs US technology-focused investment firm Ark Invest, said her bearish case was that the stock price would double by 2024. It hit that milestone less than three months later.

Legendary Wall Street investor Bill Ackman will headline the 2020 Sohn Hearts & Minds investment leaders conference this year in a major coup for the event that has raised more than $20 million dollars for medical research since its inception in 2016.