Cuffelinks |  Connecting investors with ideas

High conviction investments from leading portfolio managers 

In a departure from our usual newsletter format, Cuffelinks reports on the first Sohn Hearts & Minds Investment Leaders Conference held in Sydney. A similar event in New York has established itself over 20 years as the best investment conference in the world. The Ira Sohn investment charity event honours a Wall Street professional who lost his life to cancer at age 29. The donation website is here.

The Conference is a day of investing ideas and big calls. Each high-profile portfolio manager is given 10 minutes to outline one major investible insight. It's rare that managers of diversified portfolios identify a single most-preferred investment. Attendees paid up to $10,000 each to raise money for medical research and hear the presentations.

In addition to the portfolio managers, longer talks were given by the legendary Howard Marks and The Hon Paul Keating entertained with his global insights and view of the future. 

It was tempting to make this a Trump-free edition, given the millions of words already written, but Ashley Owen has provided a short summary of market impacts.

And a reminder of another great cause, the mental health awareness night at The Basement featuring Mental as Anything, with details linked here.

Graham Hand, Managing Editor

The latest insights and ideas from hundreds of market experts

Newsletter Edition 181, 11 November 2016


Best ideas from David Prescott, Peter Cooper, Madeleine Beaumont, Patrick Hodgens
by Graham Hand
Highlights from Lanyon Asset Management, Cooper Investors, BlackRock Asset Management and Macquarie Investment Management. Read more…

Best ideas from John Pearce, Leah Zell, Kerr Neilson, Geoff Wilson
by Graham Hand
Highlights from UniSuper, Lizard Investors, Platinum Asset Management, and Wilson Asset Management. Read more…

Best ideas from Alex Waislitz, Hamish Douglass, Anthony Aboud
by Graham Hand
Highlights from Thorney Investment Group, Magellan Financial Group and Perpetual. Read more…

Insights from legendary fund manager, Howard Marks
by Graham Hand
Highlights from Howard Marks of Oaktree, on Donald Trump, investment timing, efficient markets and how he makes money. Read more…

Keating: is technology capitalism’s creator or destoyer?
by Graham Hand
The Hon. Paul Keating gave the Sohn Hearts & Minds Investment Leaders Conference his usual global view with a picture of the future. Read more…

Select your favourite investment ideas
by Graham Hand
Cuffelinks readers can provide feedback on the investments they think will perform best over the measurement period to 31 August 2017. Read more…

Investment implications of Trump presidency
by Ashley Owen
President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here’s a quick look at some implications. Read more…

“Australia’s foremost independent financial newsletter for professionals and self-directed investors.” - Australian Investors Association

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SMSF Investment Patterns Survey - September 2016

SuperConcepts' latest survey shows that with interest rates at an all-time low, SMSF trustees have increased investment in hybrid securities to boost income returns.Read more.
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PDF version of Cuffelinks Newsletter (coming later)

There is no Continuing Professional Development (CPD) hours quiz this week

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