The 9 hottest stock tips from this year’s Sohn fund managers

Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.

Sarah Jones, Joanne Tran, Jonathan Shapiro and Isabella Freeland

Nov 14, 2025 – 6.44pm

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The Sohn Hearts & Minds conference is a decade old and, if the crowds were any indication, has not lost any of its vigour.

From the Sydney Opera House, fund managers, bankers and others in the audience heard from everyone from former prime minister Julia Gillard to one-time Donald Trump confidant Anthony Scaramucci.

Sarah Jones is the Financial Review’s markets editor based in the Sydney newsroom. She has covered financial markets, economics and asset management for more than two decades including 12 years for Bloomberg in London.

Joanne Tran is The Australian Financial Review’s investment banking reporter. She covers the people, trends, companies, and transactions moving Australian investment banking and capital markets in the Sydney newsroom. Prior to that, she was a markets reporter writing about hedge funds and the asset management industry.

Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney.

Isabella Freeland is a journalist for The Australian Financial Review.