We couldn’t reach our goals without our supporters

Investment specialists in Australian and International equities. Established in 2004, Northcape Capital has a proud record of achieving strong outperformance for our clients.

Barclays traces its ancestry back to two goldsmith bankers, John Freame and Thomas Gould, who were doing business in Lombard Street, London in 1690. In 1736, Freame’s son, Joseph took his brother-in-law, James Barclay on as a partner, and the name has remained a constant presence in the business ever since.

Wellcome is a global charitable foundation. We want everyone to benefit from science’s potential to improve health and save lives.

Scalar Gauge Fund, L.P. is a private investment firm headquartered in Dallas, Texas. The fund uses a private equity style approach to make investments with an emphasis on ‘rate of change’.

There’s a lot happening at the University of Adelaide. Education. Research. Innovation. But it all stems from one motivation—progress. For their students, their community and the world.

Since 1844, Penfolds has been grounded in experimentation, curiosity and uncompromising quality.

Established in 1973, Adelaide Festival Centre is the heart of the arts in South Australia.

Advent Global Opportunities is a global investment platform, focused on a concentrated portfolio of public and select private companies.

South Australia was proud to host Sohn Hearts and Minds in 2024. The state’s collaborative ecosystem, encompassing industry, academia, and government, was on show throughout the conference, with key sectors brought to life in the foyer.

Over 130 companies across Australia and the UK use InvestorHub's direct-to-investor software to better understand and engage with their shareholders.

Future Group is on a mission to change our planet today to secure a better tomorrow. They are a superannuation-focused company that’s leading the ethical investment movement to advocate for a future worth retiring into. Together we can use the power of money to build a sustainable and equitable world.

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Loftus Peak is a global fund manager with a focus on investment in listed disruptive businesses.

Bondi Partners was founded in Washington, D.C., in early 2020 by the Hon. Joe Hockey, former Australian Ambassador to the United States. Today, the organisation partners with businesses that want to grow and invest in allied and global markets.

Afterpay is a ‘buy now, pay later’ service that launched in Australia in 2015. It was acquired by Block Inc. in 2022.

Antipodes Partners is an award-winning team that specialises in global shares investing.

Coinbase is a secure online platform for buying, selling, transferring, and storing cryptocurrency.

Duxton is an alternative asset management firm focusing on specialist investment opportunities for institutional, semi-institutional and high net-worth investors.

J O Hambro Capital Management Limited (JOHCML) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA).

From their offices in London, Singapore, New York, Boston, Philadelphia, Dublin, Paris, Munich and the Netherlands, they manage assets across a range of global and regional equity strategies.

Commonwealth Private is proud to continue its Platinum Support of the Sohn Hearts & Minds Conference. As a partner since inception, the Conference aligns to the broader CommBank commitment of building a brighter future for all Australians. Commonwealth Private provides tangible opportunities to help HNW Australians build, secure, manage and grow their wealth. Our experienced specialists provide personalised solutions and strategies to help clients achieve their financial goals. We are proud to support SH&M bring together the best minds to maximise medical research funding.

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Caledonia is global investment management firm that has been compounding capital for over 30 years. Managed by Co-Chief Investment Officers, Will Vicars & Michael Messara, Caledonia’s goal is to achieve high absolute returns over the long-term, through a concentrated long/short equity strategy with a focus on deep fundamental research & high conviction investing.

Cooper Investors Pty Limited is a specialist equities fund manager. Cooper Investors commenced operations in 2001 and manages money for a range of clients, including large pension and superannuation funds, religious institutions, Australian State Government agencies, school endowments, charities, high net worth families and retail clients. Cooper Investors is 100% owned by its employees. Cooper Investors seeks to invest in quality companies with a strong value proposition.

Magellan Asset Management Limited is an Australian-based asset manager that is a wholly-owned subsidiary of Magellan Financial Group Limited, an ASX top-100 company that was formed by Hamish Douglass and Chris Mackay in Sydney in 2006. Magellan manages investments across its global equities, global listed infrastructure and Australian equities strategies for retail, high net worth and institutional investors.

Munro Partners is a global investment management partnership specialising in growth equities. Founded in 2016 by an award-winning team with a proven track record of delivering strong returns, Munro Partners are a majority owned and controlled by employees. Their proprietary investment process, combined with a global network and deep industry expertise, positions their portfolios to capitalise on the key structural changes occurring in our world today. Fully aligned with investors' goals, the team invests in Munro Partners' products alongside clients. Their partnership is Australian-domiciled, with offices in Melbourne and Toronto, Canada.

Regal Partners Limited is an ASX-listed, specialist alternatives investment manager with over $16.5 billion in funds under management. Formed on 3 June 2022 following the merger of Regal Funds Management Pty Limited and VGI Partners Limited, the group manages a broad range of investment strategies covering long/short equities, private markets, real & natural assets and credit & royalties on behalf of institutions, family offices, charitable groups and private investors. Housing eight dedicated alternative investment management businesses, the group employs approximately 185 staff, including more than 90 investment professionals, in offices across Australia and offshore. Combining deep industry experience, extensive networks and multi-award-winning performance track records, Regal Partners seeks to be a leading provider of alternative investment strategies in Australia and Asia.

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TDM Growth Partners Pty Limited is a global investment firm with offices in Sydney and New York. TDM invests in fast growing companies run by passionate management teams. Their unique and flexible mandate allows them to invest in public and private companies globally. They operate on long-term time horizons, fully aligned incentives, and a commitment to help scale businesses they are proud of. TDM has a highly focused approach to investing, with a portfolio of no more than 15 investments globally.

Tribeca is an Asia Pacific based asset management and advisory firm with over two decades of experience in partnering with sophisticated clients to provide innovative solutions beyond the mainstream. Combining deep multi-asset class expertise across investment management, private wealth management and corporate advisory with key staff located across the Asia Pacific, Tribeca is able to identify and capture unique investment opportunities. Unhindered by a large bureaucracy, and owned by senior partners, Tribeca takes pride in its strong alignment with clients, speed to market and proven track record.

For more than 65 years The Australian Financial Review has been the authority on business, finance and investment news in Australia. It has a reputation for independent, award-winning journalism and is essential reading for Australia's business and investor community.The Australian Financial Review is a media partner of the conference.

Ariadne Australia Limited is an investment company listed on the Australian Securities Exchange (ASX:ARA), with operations in Australia and New Zealand. Ariadne applies a diversified investment strategy with resources engaged in the areas of investment management, financial services and property.

AV1 are production specialists for business events. AV1 design and produce events, offering services across audio visual production, content creation and event technology. Behind the work we produce, we’re a team of authentic people motivated by a shared set of values. We’re passionate about our craft. We’re purpose-driven. And we care.

Barrenjoey is a proudly Australian financial services firm. We’re uniquely majority staff owned and locally managed with global reach through our strategic partnership with Barclays. Entrepreneurial and partnership focused, we aim to deliver great ideas and opportunities to help clients succeed. We’re also passionate about driving positive social outcomes for communities.

With over 28 years’ experience in property investment and funds management, Charter Hall Group (ASX: CHC) is one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, industrial and logistics, retail, and social infrastructure. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. The impacts of what we do are far-reaching – from helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re driven to go further.

We're a business that makes businesses. Sometimes it’s our own idea and capital, other times it’s about supporting our clients and their brilliant businesses. The common thread that links it all is our fundamental principle — great ideas with great people.

Sodali & Co is a corporate communication and reputation management consultancy, founded on the principle of hard work in support of its clients and their goals. The firm assists corporate clients to push through challenges and to celebrate achievements with the objective of building enduring value for the organisation, its shareholders and its community of stakeholders.

Equity Mates Media is the #1 finance and investing brand for young Australians. It was created to break the world of investing, from beginning to dividend, to give everyday people the information, confidence and inspiration to start their own investing journeys.

The Future Fund is Australia's sovereign wealth fund. Our purpose is to invest for the benefit of future generations of Australians. Established in 2006 to strengthen the Commonwealth's long-term financial position, today the Future Fund is the country's single-largest financial asset. As a sovereign wealth fund we manage money on behalf of the Australian Federal Government.

The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

The Lew Foundation has been a founding supporter of Hearts & Minds

LGT Crestone provides private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organisations. As a part of the LGT Group we have more than 100 years of heritage, the scale and buying power of more than AUD $400 billion assets under management¹, and the collective expertise of more than 4,000 people in Europe, Asia, the Americas and the Middle East. We give you the deep, trusted relationship of a local firm, with the strength and security of a multinational, LGT Group. We believe that’s an unbeatable combination.

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Paradice Investment Management is a fund manager established in 1999 by David Paradice, with offices in Sydney and Denver and began managing funds in 2000.  The Paradice Australian Small Cap Strategy was our first investment offering in 2000. Since then we have added the Australian Mid Cap Strategy in 2006, the Australian Large Cap Strategy in 2007, the Global Small Cap Mid Strategy in 2010 and the Equity Alpha Plus Strategy in 2019 and the Australian Small Cap Opportunities Fund in 2023.

Paul Ramsay Foundation is one of Australia’s largest charitable foundations. The late Paul Ramsay AO established the Foundation in 2006 and, after his death in 2014, left most of his estate to continue his philanthropy for generations to come.

In a world of sound bites and spin, Australia’s national news brand, The Australian, keeps the nation accurately informed about the issues that matter. For over half a century, The Australian has been the country’s most trusted source of news, insight, analysis and opinion. Its editorial ethos is simple: tell the stories that need to be told, hold those in power to account, provoke national debate and spare no effort in pursuing the truth – all according to the very highest standards of journalistic rigour.

Partnership with the Sohn Investment Conference is intrinsic to Hearts & Minds. Held annually in New York since 1995, it is the original premier investment event, which is now hosted globally in ten cities. We are proud to be the exclusive Australian affiliate of this hugely impactful organisation.

Investing in opportunities. For you. For good. We invest almost $5 billion in undervalued Australian and global growth companies on behalf of more than 130,000 shareholders. We also make a difference in the community, primarily as an advocate for retail investors and as the creator and lead supporter of the Future Generation companies.

Public speaking skills for unforgettable storytelling. Our highly practical methodology for public speaking has been road-tested in high-stakes rooms for over two decades.

ACM is Australia’s largest independent publishing company with more than 100 brands reaching 4.3 million Australians each month.

Aikya Investment Management is an independent, employee-owned, investment management company that specialises in managing Emerging Markets equity portfolios. A long-term approach like ours requires similarly aligned long-term clients, as well as a business structure that supports and nurtures a culture of long-term investment decision making.

The Ainsworth Foundation has been a founding supporter of Hearts & Minds.

Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants. Airlie has an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors. Founded in 2012 by industry veteran John Sevior and headquartered in Sydney, Airlie manages Australian equities for institutional and retail clients. Magellan Asset Management ('Magellan') purchased Airlie in early 2018, providing retail investors exclusive access to Airlie's investment expertise through the Airlie Australian Share Fund (ASX: AASF) and more recently in March 2023, Airlie launched the Airlie Small Companies Fund.

A multi-strategy alternative investment manager. Established in 2010 and headquartered in Sydney, Alceon has invested over A$9.0 billion of capital for its high net worth, family office and institutional clients across real estate, private equity and listed equity.

Ardea Investment Management is a specialist fixed income investment boutique with a focus on delivering consistent alpha to clients through an investment process supported by a highly intuitive risk system. Formed in 2008 by its four principals, Ardea IM has a long and successful track record in managing fixed income portfolios from traditional, defensive products, inflation-linked bonds, and also benchmark-unaware and objectives-based solutions.

ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world works. Through its open research process, ARK identifies companies that it believes are leading and benefiting from cross-sector innovations such as robotics, energy storage, multiomic sequencing, artificial intelligence, and blockchain technology. ARK's investment strategies include Autonomous Technology and Robotics, Next Generation Internet, Genomic Revolution, Fintech Innovation, Space Exploration & Innovation, 3D Printing, Israel Innovative Technology, Venture Capital, and the overall ARK Disruptive Innovation Strategy.

Through its crossover strategy, Atreides Management, LP brings a long-term perspective to technology and consumer companies across public and private markets.

Auscap Asset Management is a value based long/short equities investment manager established in 2012. Auscap Asset Management is the Responsible Entity and Investment Manager for the Auscap Long Short Australian Equities Fund.

Azora Capital employs a fundamental long/short equity strategy focused on the U.S. financial services sector.

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

BoardRoom is a leading provider of integrated and technology focussed share registry, employee equity plan administration, payroll, and corporate secretarial solutions. The group services over 7,500 clients through 850 employees located in Australia, Singapore, Malaysia, Hong Kong, and China. In Australia, BoardRoom supports over 800 listed and unlisted entities at all stages of business, entering into unique partnerships to provide efficient, tailored, and cost-effective solutions.

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over US $1 trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, daily NAV calculations and investor services, corporate services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.

With a concentrated portfolio of only 10 to 15 companies, Claremont Global invests in some of the world’s best businesses, following their disciplined and time-tested investment process. The Claremont Global strategy was established in 2011 and has established a consistent track record of outperformance over the last decade. Their strategy currently has assets in excess of $1 billion. We own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. We are disciplined about valuation and our purchases are made at a discount to their assessment of fair value, providing investors both a margin of safety and upside potential.

Cota Capital is an investment firm that partners with exceptional teams to build and grow timeless technology companies that enable the future. Based in San Francisco.

We deliver premium services to many of Australia’s leading retailers, partnering with our clients to design and deliver the ultimate customer experience, specialising in multi-outlet retail. By influencing both the design together with the execution, we work alongside our clients to disrupt customer behaviours, drive sales and build brand advocacy.

A family-owned and operated company dedicated to our clients. Whether you’re seeking a simple or dramatic space we have the expertise.A passion for creating unforgettable experiences lies behind everything we do. We’re proud to offer all our clients not only the technical elements you’d expect from a market leader, but also a sense of welcome and warmth that makes every interaction a pleasure, we go the extra mile – The Doltone Difference.

Dymon Asia Capital is a leading Asia focused altnernative investment manager focused on delivering superior risk-adjusted returns to our investors within a collegial environment that encourages a culture of Integrity, Teamwork, Respect, Excellence and Entrepreneurism.

We are a specialist investment management company focusing on Australian listed Small and Emerging Companies. Founded in 2003, Eley Griffiths Group Pty Ltd (“EGG”) is a Sydney based boutique investment manager specialising in Australian and New Zealand small and emerging companies. EGG is the investment manager of the Eley Griffiths Group Small Companies Fund and Eley Griffiths Group Emerging Companies Fund. As well as managing these Funds, EGG manages discrete portfolios for large institutional investors. EGG is wholly independent and owned by its staff. The aim of our investment process is to deliver consistent outperformance through all market conditions.

As a firm majority owned by its principals and employees, our clients’ objectives are our objectives. Ellerston Capital has been managing money since 2002. Our clients include sovereign wealth, industry and corporate superannuation funds, international funds, family offices and high net worth investors.

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As a dedicated investment manager, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing. We are passionate about creating value for our clients by identifying outstanding investment ideas and designing portfolios that perform over the long term. Our Funds target a diverse range of strategies including, but not limited to, long only Australian, global and Asian equities, Australian and global long-short equity and private equity.

Eminence Capital, LP was founded by Ricky Sandler in 1999 and today the firm manages roughly $2.6 billion in a core long/short equity strategy and roughly $4.1 billion in a long equity strategy. Mr. Sandler serves as the Chief Investment Officer, leading a team of over 20 investment professionals who are responsible for identifying and researching ideas across a broad range of industries and geographies.

Escala was formed by experienced and entrepreneurially minded investment professionals with a collective vision: excel in the delivery of wealth management services. Our founding partners established the business in 2013, seeking a new direction in response to the inherent conflicts and biases of traditional wealth management firms.

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide high-quality, market-leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.

FACT Capital stands for Fairness, Alignment, Compounding, and Transparency. We are passionate about investing in companies which innovate, transform industries, and deliver the best value proposition to clients. We want to bring this same ethos to our industry, with the sole objective of enhancing net returns to clients. Our model applies ‘first principles’ thinking to fees, investment framework, portfolio/research transparency, technology use, and structural principal-agent alignment for long term wealth compounding.

Firetrail is an investment management boutique that specialises in high conviction investing. We build concentrated portfolios of our best ideas, to generate outstanding long-term performance for our clients.

Flight Deck Capital is a TMT + consumer fund that invests globally in disruptive public and private companies across the U.S., Japan, Korea, SE Asia, Latin America, and Europe.

Greencape Capital is a specialist Australian equities fund manager based in Melbourne. Greencape takes its name from Australia’s oldest concrete lighthouse, located at the tip of Green Cape, a headland in South Eastern Australia. We have a dedicated and experienced team of investment professionals, whose aim is to deliver superior, repeatable performance.

Humanitix started as a pact between our founders, Adam and Josh, to escape the corporate world and do something meaningful. Like many social entrepreneurs, they looked for industries with inefficiencies that could be disrupted - for good! Then it appeared: tickets! Event ticketing has always been frustrating for hosts and guests alike and everyone hates booking fees. Fast forward to today and Humanitix has transformed over $2.5M of those annoying booking fees into helping disadvantaged kids around the world.

As a global investment manager, our aim is to deliver superior long-term returns for like-minded institutional investors. Today, our investors collectively manage the retirement savings of over 120 million working people.

Successful ventures are founded with clear, worthwhile missions. At Janchor, we define our mission as “Industrialist Investing”: generating valuable insights through differentiated, deep research and thought leadership; sharing these insights through meaningful, authentic interactions; and creating real impact that builds trust and lasting value. We aim to be a positive contributor to business and the world.

Josh Resnick is the founder and managing partner of Jericho Capital, an investment manager focused on investing in the global technology, media and telecommunications (TMT) sectors.

With more than 100 years of history in Australia and New Zealand, we have long-established, deep client relationships and broad product capabilities. As one of the few full-service financial institutions in Australia and New Zealand, local corporations and institutions, multinationals, governments and private clients rely on us for market-leading financial services — a confidence bred from our strength and ability to deliver integrated services across the Corporate & Investment Bank, Asset & Wealth Management and Commercial Banking.

Key Square Group LP provides investment advisory services through investment management and other consulting services. Key Square Group serves clients in the United States.

King & Wood Mallesons is a leading international law firm headquartered in Asia with access to a global platform and lawyers in 27 locations around the world. We offer a different perspective on the client experience and combine an unrivalled depth of expertise with the breadth of relationships in our core markets.

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We work with our clients to help them understand local challenges, navigate through regional complexity, and to find commercial solutions that deliver a competitive advantage. We are connecting Asia to the world, and the world to Asia.

Lanyon is a specialist value-oriented, high-conviction equity investment management firm. The firm was founded in 2010 and manages Australian and global equity funds for institutional investors, family offices, charities and foundations, athletes and private investors.

Lizard Investors LLC is an employee-owned asset management firm that specializes in international small- to mid-cap equities. Our global expertise enables us to create and actively manage portfolios of quality companies not typically owned by large institutions. We follow a patient, concentrated, value approach focused on generating exceptional returns while protecting capital over the market cycle. We uphold a culture of integrity, independence and outstanding client service. The senior members of the investment team share over 50 years’ combined experience and have been together since the firm was founded in 2008.

Manikay believes that there is not one strategy for all market conditions and that attractive risk adjusted returns can be achieved by constructing a portfolio with a diversified set of risks across multiple timeframes.

Milford is a specialist investment firm who invest in New Zealand, its businesses and its people, and are ready to work for you.

Mona is the playground and megaphone of David Walsh, who grew up in Tassie (just down the road from Mona), dropped out of uni, played cards, won, did some other stuff, and opened a small museum of antiquities to which no one came. He declared it a triumph and decided to expand. The result is Mona, a temple to secularism, rationalism, and talking crap about stuff you really don’t know very much about. We won’t tell anyone. Come and play.

Mont Lawyers is a specialist corporate law firm with significant experience in equity capital markets, corporate acquisitions and disposals, corporate activist and corporate advisory matters. Our clients include ASX listed entities, responsible entities, corporate groups, their directors, officers and investors.

Montaka is a speciliast high-conviction global equities fund manager focussed on investing in the long-term winners in attractive transforming markets with outsized return potential.

Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. We have been helping Australian investors with stockbroking services since 1982.

Oaktree Capital Management is a leader among global investment managers specializing in alternative investments.

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Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles.

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Our expertise in investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. We emphasize an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.

Oasis invests globally across capital structures with a focus on Asia. Our objective is to produce consistent, superior risk-adjusted returns around all market cycles for our investors. Oasis was founded in 2022 by Seth Fischer, who leads the firm as its Chief Investment Officer.

Ord Minnett (Ords) is a leading Australian wealth management group, offering a full-service stockbroking, financial planning, funds management and portfolio services. Founded in 1951 by Charles Ord and Jack Minnett after meeting in the Australian Imperial Force in the Second World War, Ords has grown via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. Focused on service excellence, Ord Minnett is a highly respected name in the Australian investment and advisory landscape.

Origin is a leading Australian integrated energy company, with 4.2 million electricity, gas and LPG customer accounts. Through our joint venture Australia Pacific LNG, we supply 30 per cent of east coast demand and export LNG to customers in Asia.

Pengana Capital Group is a diversified funds management group, with distinct and differentiated investment strategies that aim to deliver superior long-term risk-adjusted returns to investors.

Perpetual Group is a diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created in putting clients first – is what makes Perpetual unique.

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Over more than 135 years we have supported clients and communities through periods of great change and volatility, continuing to evolve to provide products and services to meet the changing needs of our clients. As a business, we have always had an unparalleled ability to look through the noise of the external environment to see detail and opportunities that others do not.

Pershing Square Holdings, Ltd is an investment holding company structured as a closed-ended fund principally engaged in the business of acquiring and holding significant (but generally not controlling) positions in a concentrated number of large capitalization companies. PSH’s objective is to maximize its long-term compound annual rate of growth in intrinsic value per share.

Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.

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Pitcher Partners is an association of independent accounting, auditing and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.

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We specialise in providing personal service and quality advice to high wealth individuals, small to medium public companies, large proprietary companies, local government, Not-for-Profit organisations and privately owned businesses. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.

Platinum is an Australia-based investment manager that focuses on one asset class – international shares, or, more simply put, we provide portfolios of listed companies from around the world. Platinum offers only one core investment style – we seek out companies whose true worth and prospects are yet to be fully recognised by the market. Past performance shows that our approach is one that has worked in different economic climates and withstood the test of business cycles.

Founded in 2001, Prince Street Capital is an investment firm focused on global emerging and frontier markets equities. The firm manages Long Short, Long Only and Absolute Return Strategies for an institutional investor base. Founded by David Halpert, Prince Street Capital is employee-owned with offices in New York, Singapore and Hong Kong.

Prusik is an independent fund management company which specialises solely in researching and investing in Asian equities. Founded in 2005, it was one of the first long only, absolute return investors focusing on Asia ex-Japan.

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We are a partnership and relish the efficiency, entrepreneurship and passion that comes with that owner-manager culture. We have three funds, the Prusik Asia Fund, the Prusik Asian Equity Income Fund and the Prusik Asia Sustainable Growth Fund. These are all managed on a long only basis.