ASX Announcements
December 2024
Former abrdn chief heads to Hearts & Minds
The move comes weeks after HM1 hosted high-profile investment leaders at its Sohn stock-picking conference in Adelaide.
- Sarah Thompson, Kanika Sood and Emma Rapaport
November 2024
Eleven stock tips from Sohn to get you through 2025
Presenting in Adelaide on Friday, top investors pitched their ideas for how to make big returns from the sharemarket over the next 12 months.
- Joshua Peach, Jonathan Shapiro and Daniel Arbon
Billionaires gather in Adelaide for Sohn big bash
The major stock picking conference is on tour for the third time in its nine-year history – as the supercar championships also come to the city of churches.
- James Thomson and Jonathan Shapiro
Australia’s rocket industry reaches a crucial inflection point
Local space entrepreneurs are attempting to take a slice of SpaceX’s business, as demand for launch services far outweighs supply.
- Tess Bennett
Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
- Jonathan Shapiro
October 2024
- Opinion
- Chanticleer
Why this fundie wants you to ‘wince’ at his stock picks
Beeneet Kothari of Tekne Capital Management says the best investments are made when you’re uncomfortable. He’s about to prove just that at Sohn Hearts & Minds next month.
- James Thomson
September 2024
The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off
The chief investment officer of the huge charitable fund raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
- Jonathan Shapiro
- Opinion
- Chanticleer
Why Howard Marks says you’re making a big mistake
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.
- James Thomson
June 2024
Guzman y Gomez burrito bros incentivised for delusion
The Mexican restaurant chain has plenty of reasons to keep the good times rolling.
- Mark Di Stefano
March 2024
Spotlight swings back on TDM Growth Partners
While both businesses have grown, it’s unclear whether backers will see much by way of returns.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Hearts & Minds’ heavyweight board stares down New York hedge fund
Saba Capital, which has previously campaigned against BlackRock in its bid to change funds, has bought up some 10 per cent of the ASX-listed philanthropy vehicle.
- Jonathan Shapiro and Joshua Peach
November 2023
Taylor Collison crosses line in Hearts and Minds LIC; eyes on Saba
Fingers were pointing to New York activist investor, Saba Capital Management, as the buyer.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Investors sound warning on private equity timebomb
Investors are piling into private equity at a dangerous time, warn the Wall Street elite, marking the end of a “pro-corporate environment”.
- Jonathan Shapiro
Hedge fund veteran talks lowest moment in Toscafund’s 23-year run
Before he reveals his next stock pick at the Sohn Hearts & Minds event in Sydney, Toscafund founder Martin Hughes discusses the struggles of running the fund.
- Joshua Peach
October 2023
- Exclusive
- Activist investing
Dan Loeb to headline Sohn Hearts & Minds
The famed hedge fund manager has built a reputation as a fierce shareholder activist and his brutal letters to management have become legendary on Wall Street.
- Jonathan Shapiro
April 2023
Hearts & Minds fund goes unlisted, buys into Guzman y Gomez and Rokt
The late-stage private investments were on the recommendation of TDM Growth Partners – a large shareholder in both unlisted companies.
- Jonathan Shapiro
November 2022
- Opinion
- Investing
The ‘side effects’ of risk, reward and altruism
Adding a third dimension to the capital allocation process introduces complexity. Some manage it better than others.
- Jonathan Shapiro
September 2022
Bargain-hunting opportunities for the brave
Taking a punt on the underlying assets of some listed investment companies is a strategy that could pay off, but there are risks in premium and discount distortions.
- Emma Rapaport
August 2022
Sohn Hearts & Minds looks beyond tech ahead of Hobart event
The Sohn Hearts & Minds investment show is rolling into Tasmania with a pledge to avoid tech-heavy stock pitches.
- Jonathan Shapiro
May 2022
Hearts & Minds to vet conference stock picks after tough year
The investment vehicle linked to Sohn Hearts and Minds has been hurt by owning too many mid-cap tech stocks during the global rout.
- Jemima Whyte