Business
The man in the Hearts & Minds investment engine room – The Australian Financial Review
The Sohn Hearts & Minds LIC has made everyone a winner. That makes the task of selecting this year’s presenters a more serious matter.
“She stood firm. She had sound reasons and the interaction with her was more than anyone else because it was such a volatile stock,” said Mr Lucas.
Tesla’s 650 per cent return is one of four stocks that doubled to August 31. Others are Emma Fisher of Airlie’s Mineral Resources tip, Hamish Corlett of TDM’s Spotify call and Nick Griffin’s recommendation to buy The Trade Desk.
The constant interaction with fund managers is a key part of Mr Lucas’ role in managing the portfolio as he frequently ch…
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