The Sohn Hearts & Minds Conference is a one-day conference where leading international and local fund managers, and influential global thought leaders present their exclusive investment ideas and insights in a fast-paced TED-style format.
The most recent Sohn Hearts & Minds Conference was held on the 18th of November in Hobart, Tasmania.
In this week’s Equity Mates Investing Podcast episode Bryce & Alec go through the 12 stock pitches from the 12 experts and they hand pick a draft portfolio from the conference.
Bryce’s first pick was ASML (NASDAQ: ASML), so if you want to know more about that stock, here is the video of the full pitch for ASML by Nick Griffin from Munro Partners.
Disclaimer: The material contained in this publication has been furnished for general information purposes only as is not investment advice of any nature. The companies mentioned are for illustrative purposes only, is not a recommendation and may or may not be held by a Munro fund. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. As an actively managed fund, Munro continually assesses each portfolio holding and the views expressed in this document may change at any time subsequent to the date of issue. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. No representation or warranty is made concerning the accuracy of any data contained in this document.
Prior to making an investment decision, retail investors should seek advice from their financial adviser. This document is intended as general information only.