Jeremy Bond could scarcely be more bullish on NextGen Energy. Picture: Getty Images When a resources stock gets the nod at philanthropic investment company Hearts and Minds Investment’s annual conference, it’s probably worth taking notice.
Uranium-based NextGen Energy – with its “geological freak” Rook 1 discovery – was the only such stock to be nominated at the Sohn Hearts and Minds conference in Sydney late last week.
Despite its dominance in the Australian investing landscape, the resources sector is rarely the subject of fund managers presenting at conference. First, a little background
Established in 2018, Hearts and Minds has invested around $700 million and donated almost $44 million to medical research, and introduced punters to ideas from some of Australia’s top fundies.It waives typical investment fees, instead making a sizeable donation to medical research beneficiaries.At its conference top fund managers share their highest-conviction stock picks, with35 per cent of the […]
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