Saturday Series

How instos pitch stocks: Insights from Sohn Hearts & Minds

At Sohn Hearts & Minds, global fund managers pitch their best stock picks to a room full of institutional investors. What their presentations reveal about what instos actually care about, and how to optimise your own message for them in 2025.

Ben Williamson

21 November 2024 · 4 min read

The weather is picking up and so is the market!

I was in Adelaide last Friday for the Sohn Hearts & Minds event, which was an amazing experience. Hat tip to Paul, Maggie and Jess for an amazing conference.

This piece dives into my thoughts from the conference and on the market in general.

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Saturday Series

When there's no multiple, they're backing you

If you're high-growth, R&D-heavy or an explorer, there is no easy multiple for the market to anchor to. Investors are backing two things instead: a story they can understand, and a team they can see.

Ben Williamson · 9 July 2026

Saturday Series

Stop being such a Jorc!

Most of your investors are not professionals in your field, and if you only speak to the ones who already understand you, you're ignoring 99% of the public. The two answers to closing the gap between where you are and how you're priced: education and trust.

Ben Williamson · 2 July 2026

Saturday Series

Does your share price reflect reality?

Your work today won't turn into reported results for months, so the market often prices where you were, not where you are. A prompt to think about how big that gap is for your company, and how you communicate it.

Ben Williamson · 26 June 2026