Vandelay
The picks from the Sohn Hearts and Minds Conference.
· Phil King from Regal – Flight Centre (short)
· Hamish Corlett from TDM Growth Partners – Spotify
· Eleanor Swanson from Frietrail – Megaport
· Nick Griffin from Munro Partners – Onsemi
· Qiao Ma from Cooper Investors – Techtronic
· Jay Kahn from Flight Deck – Bengo4
· David Allingham from Elley Griffiths – Pinnacle
· Gavin Baker from Atreides Management – Coinbase
· Markus Bihler from Builders Union – Wise
· Yen Liow from Aravt Global – Gitlab
· Babak Poushanchi from Cota Cap – Avalara
· Joyce Meng from FACT Capital – Beauty Health
· Beeneet Kothari from Tekne Capital Management – Delivery Hero
Noddy74
It was a bit of a different investment vibe at this year's Sohn Hearths & Minds Conference. Out were loss making growthy speculative picks and in were a lot more cash generative mature businesses. I'm not sure this is the full list but the picks included:
- Fred Woollard from Samuel Terry Asset Management - AMP
- Peter Cooper from Cooper Investors - Eurofins Scientific
- Bob Desmond from Claremont Global - Nike
- Jun Bei Liu from Tribeca Investment Partners - China Tourism Group Duty Free
- Nick Griffin from Munro Investment Partners - ASML
- Ricky Sandler from Eminence Capital - New Relic
- Tim Elliott from Regal Partners - Champion Iron
- Tim Carleton from Auscap - Carsales
- Catherine Allfrey from Wavestone - Transurban
- Joyce Meng from FACT Capital - Keywords Studios
It's interesting to follow where fundies are looking but probably not much more than that. Hearts and Minds Investments (HM1), which includes ideas pitched at the annual conference, hasn't really gone anywhere since listing in late 2018.
