This Month
- Exclusive
- Rich Listers
Late billionaire David Hains’ sons go their separate ways
People close to the family said that the split of assets was amicable. One son of the pioneering hedge fund manager has quietly started his own family office.
- Primrose Riordan
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
Investors pull $1.5b from GQG amid Adani allegations
The Adani bribery charges have sparked a “snap change” in client flows for the fund manager and research analysts are cutting their price targets.
- Alex Gluyas and Jonathan Shapiro
November
Treasury plan could end era of shareholder secrecy
A workaround exploited by billionaires and hedge funds to secretly build positions in listed companies could be extinguished if a legislative change succeeds.
- Jonathan Shapiro
- Opinion
- Chanticleer
This one man will decide where history-making markets go next
After two years of returns above 20 per cent from the world’s biggest sharemarket, investors find themselves relying on Scott Bessent to keep the good times rolling.
- Updated
- James Thomson
Five ASX stocks short sellers are targeting
Hedge funds are ditching their long-held bet against Pilbara Minerals and hunting for the sharemarket’s next big short target.
- Joshua Peach
Citadel’s Ken Griffin ‘very anxious’ about Trump tariffs
The billionaire hedge fund titan said protectionist policies were a “slippery slope” but that America was back to the “business of business”.
- Nishant Kumar
The world according to Coppo and why he thinks MinRes is a ‘screamer’
The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.
- Updated
- Sarah Jones
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
Hedge funds shorting Tesla just lost almost $8b
It’s been a painful time for those betting against the carmaker and Elon Musk with the stock rallying 30 per cent since Donald Trump’s election victory.
- Ishika Mookerjee
- Opinion
- Chanticleer
Chemist Warehouse/Sigma squeeze spicier than a Guzman y Gomez burrito
Hold on to your hats! Chemist Warehouse’s arrival on the bourse serves as a case study in the dark arts of index inclusion.
- Anthony Macdonald
Magellan paid up big for its Vinva acquisition, accounts show
Financial year 2024 accounts show Magellan paid a punchy multiple for its $138.5 million global equity acquisition.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Is an ASX small-cap bull run upon us? Phil King thinks so
The Regal Partners CIO is one of several fund managers betting the “passive bubble” driving large-cap shares higher this year may finally have popped.
- Joshua Peach
A hedge fund manager’s four tips for avoiding death by shorting
“Stocks that are 80 or 90 per cent down, they can get just a little bit of good news and then double,” Plato’s David Allen warns hedge fund hopefuls.
- Joshua Peach
- Opinion
- Shares
The demise of the sell side has been greatly exaggerated
The sell side has felt the pain of falling fees for years. Now it’s their fund manager clients who are feeling the squeeze.
- Jonathan Shapiro
UK watchdog plans action against Crispin Odey over sexual misconduct
Hedge fund boss Crispin Odey was the subject of a series of assault claims in 2023 that plunged the firm he founded into turmoil.
- Leonard Kehnscherper
October
Hedge fund L1 buys up Mineral Resources during the scandal sell-off
The investor lifted its stake in the troubled miner to 6.5 per cent in the same week that fellow shareholder AustralianSuper sold down its position.
- Alex Gluyas
These stock pickers are beating the investment behemoths
Boutique funds have come out on top for returns in the third quarter, posting gains up to 40 per cent as rate relief and China stimulus sent stocks soaring.
- Joshua Peach
- 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
Inside the trade that put Regal in South Korea’s crosshairs
New details surrounding a block trade in semiconductor giant SK Hynix allow a glimpse into the high-risk, high-reward tactics beneath a mysterious strategy.
- Updated
- Joshua Peach
