Apologies to Caledonia's chairman Mark Nelson – his best investors were somewhat miffed to read on Tuesday morning that his best investors had gathered at the Art Gallery of NSW on Monday evening to hear from Challenger CEO Brian Benario and Zillow boss Spencer Rascoff. Their invites said Tuesday night!
The stock-picking luminaries at this year’s Sohn Australia Hearts & Minds investment leaders’ conference didn’t need to grab investors by the delicate bits to lure them to the sunlit uplands: judging from Monday’s share reaction, punters readily followed their expert advice.
It's time to roll the dice on Macau again, says star Hong Kong fund manager John Ho of Janchor Partners.
Howard Marks says the "jury is out" as to what the shock election of Donald Trump as US president means for the economy and financial markets.
Investors seeking the one pearl of wisdom to come out of the gathering in Sydney on Friday attended by several hundred outstanding fund managers can forget about the wisdom of crowds.
Chicago small-cap specialist Leah Zell has recommended BIM, Turkey’s answer to Aldi, as her stock pick for the first Sohn Hearts & Minds conference in Sydney yesterday.
The five most provocative investment ideas from top fund managers the Sohn Hearts & Minds conference.
Former Australian Prime Minister Paul Keating has depicted the election of Donald Trump as US president as the predictable result of the breakdown of global capitalism.
The fund manager who made a five-fold return on investment from backing Chinese internet retail giant Alibaba is now making a long term bet on Medibank Private.
The global investment charity event, set up in memory of a young Wall Street trader that died of cancer, has formed a partnership the Hearts & Minds Investment Leaders event which was inspired by New York's world famous investment event.
The thought of Victor Chang Research Institute executive director Bob Graham kissing New Zealand-born businessman Gary Weiss just boggles the mind.
Mr Grounds argues that next month's Hearts & Minds Investors Leaders Conference – at which top global and local fund managers will share their best investment ideas with attendees – recognises that investors can no longer hope to make money simply from a rising market.
Magellan Financial group chief executive Hamish Douglass has a cardinal rule — no stock tips.
Charities need to rethink how they raise funds and give something back to donors, particularly well-heeled ones, rather than it just being a one-way street, says Monash University chancellor and former AMP chairman Simon McKeon.
Shane Finemore's journey from country New South Wales to running a multi-billion dollar global hedge fund is an Australian investment success story.
Don't write the obituaries of Australia's hobbling media giants just yet. That's the message from Edgar Lee, a senior portfolio manager of Oaktree, and former Nine Entertainment board member.
Chicago-born fund manager Leah Zell started her career as an academic but soon decided to “join the family business” and become an investor.
US investor Howard Marks was at an economics conference in the US recently and, as he tells it, making fun of economic forecasting.
Legendary fund manager Howard Marks has some sage advice to investors that are struggling to find bargains in a world of inflated asset prices – "it's tough but you have to stick with your creed".