The Sohn Hearts & Minds 2025 conference highlighted that most investment ideas were in traditional sectors rather than tech, despite Treasurer Jim Chalmers pitching Australia as a future digital hub. Among the standout picks, Qiao Ma backed TKO (UFC/WWE merger), while Nick Griffin has a history of successful tech calls like Amazon. The event underscored a cautious tone on tech bubbles, even as past picks delivered big returns.

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Munro Partners

Melbourne-based Munro Partners was created in 2016 and takes its name from the Scottish term for a mountain over 3,000 feet. The team chooses to align themselves with the Munros as they see investing as a process of climbing all mountains…while the perspective from one peak may give you one view, it is only once you have considered the view from other peaks that the whole picture becomes clear.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.