Top Sohn Hearts & Minds 2026 fund managers reveal their high-conviction stock picks amid Wall Street sell-off

Australian Financial Review · Jonathan Shapiro, Alex Gluyas, Sarah Jones · 2026-11-06 05:35 UTC

The annual gathered of investors and bankers, in New Zealand this year, was punctuated by a violent sell-off on Wall Street and fears about the AI revolution.

The Sohn Hearts & Minds conference celebrated its tenth anniversary in Queenstown, New Zealand, with fund managers gathered in the foothills of The Remarkables mountain ranges, which were still capped with snow.

This year’s event was punctuated by a violent sell-off on Wall Street with investors, bankers and venture capital types waking up to trillions of dollars wiped from the sharemarket amid fears of heavy artificial intelligence regulation after the Democrats’ sweeping victory in the US midterm election.

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