The great investing pilgrimage of the annual Sohn Hearts & Minds Investment Conference attracts some of the most renowned investors and stock pickers of our time. This year is no exception with 13 experts offering up their top picks for share portfolios.
This year, attendees of the virtual conference will have the chance to hear one of the investing greats, Charlie Munger. But alongside the vice-chair of Berkshire Hathaway Inc (NYSE: BRK) are an extensive list of highly experienced investors, all pitching their grand stock ideas for the year ahead.
What is the Sohn Hearts & Minds Investment Conference?
Today’s event marks the sixth annual Sohn Hearts & Minds Conference. The congregation kicked off in 2016 with the underlining intention to raise funds for Australian medical research. In addition, the annual conference seeks to produce valuable insights into the investing world, shared by iconic individuals from within the industry.
Over the years, the Sohn conference has included speakers such as Howard Marks, Ray Dalio, Cathie Wood, and Bill Ackman. This year’s event is no exception with the attendance of Charlie Munger, who is well known for his involvement with Warren Buffett, making many successful investments through Berkshire Hathaway for several decades.
Onlookers will be treated to a raft of investment ideas, which the speakers consider worthy of a spot in a portfolio of shares. In a series of lightning round-style presentations, speakers will have 10 minutes to pitch their highest conviction stocks.
With the conference already underway, several potential investments have been shared. For instance, Firetrail Investments fund manager Eleanor Swanson has revealed Megaport Ltd (ASX: MP1) to be her pick for 2022. The elastic interconnection services company was described as “the most exciting tech adventure this decade” by Swanson this morning.
High conviction share portfolio
The stock picks being made today are not exclusive to the ASX. However, all of them are considered ‘high conviction’ investments by each of the respective speakers.
What this means is, the companies being selected by each of the speakers are their bets for the highest potential returns in 2022. So far, this year’s stock picks cover a broad range of industries. These include companies involved in cloud-based document signing, power tools, music streaming, and delivery.
Lastly, other speakers that investors will get a chance to hear share portfolio ideas from include:
- Regal Funds Management chief investment officer Philip King
- Cooper Investors portfolio manager Qiao Ma
- Cota Capital managing partner Babak Pouschanchi