Insights

How many stock pickers does it take to change a share portfolio?

Experts are sharing some of their biggest stock picks for 2022 today…
The post How many stock pickers does it take to change a share portfolio? appeared first on The Motley Fool Australia. –

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.

#SohnHeartsAndMinds Conference has just commenced. We are thrilled to bring you 5+ hours of actionable insights from an incredible lineup of speakers.

Tickets still available: https://t.co/VgVwT63Egj
All proceeds donated to Australian medical research. pic.twitter.com/YbctueCXVo

— Sohn Hearts & Minds (@SohnHeartsMinds) December 2, 2021

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

The post How many stock pickers does it take to change a share portfolio? appeared first on The Motley Fool Australia.

Wondering where you should invest $1,000 right now?

When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for more than eight years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

Scott just revealed what he believes could be the five best ASX stocks for investors to buy right now. These stocks are trading at near dirt-cheap prices and Scott thinks they could be great buys right now.

*Returns as of August 16th 2021

More reading

Bear signal? Warren Buffett’s Berkshire Hathaway has been selling shares

Motley Fool contributor Mitchell Lawler has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. owns shares of and has recommended MEGAPORT FPO. The Motley Fool Australia has recommended Berkshire Hathaway (B shares) and MEGAPORT FPO. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

Trade The World Anywhere & Anytime!

Mobile app platform with over 50,000 global listed securities across 12 markets (over 70% global market capitalisation), right from your Android or iOS device.

Integrated with exclusive trading idea and investment analysis tools to help you find actionable insight on virtually every financial instrument across our 12 global markets, to help you optimise your trading strategies.

Refer Your Friends

Tell your friends about Monex and gift them FREE access to our trading tools.

We respect your privacy and will only send this one email notification to your friends. 

Share With Your Friends

Share on facebook
Share on twitter
Share on linkedin

Monex Trading Tools Access and Usage Terms

The Monex Trading Tools (referred to as ‘tools’ hereafter) are available to you inside your client portal;


To activate access to the tools, you must have a verified and approved trading account and have made a deposit of at least AUD $1000.


An active and funded account with a positive trading balance is required to continue to have access to the tools;


Although the tools are available to you indefinitely, Monex Securities may at it’s discretion disable access to the tools in the future;


Monex securities reserves the right to change these terms and conditions from time to time, as it sees fit, without notice.

Important Notice
iOS & Android App - 12 International Markets & Over 70% Global Market Cap. $0 Brokerage On US Trades. Click Here!