Value as at close of business on 1 December 2023
Price delay - 20mins
Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.
Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently featured on Livewire Markets' 'The Rules of Investing' podcast to discuss quality growth and one stock he would love to own forever.
After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.
Philip King of Regal Funds Management and Tim Carleton of Auscap Asset Management recently joined Livewire’s "Opportunities beyond "houses and holes" on the ASX" session to discuss the pockets of opportunity in an otherwise challenged market.
Munro Partners' Chief Investment Officer, Nick Griffin recently appeared in a session at Livewire Live to answer a handful of crucial investor questions on Artificial intelligence Cloud computing, and the energy transition.
After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.
Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17.
Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.
Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.
Registered Office and Share Registry Office
Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 8, 210 George Street
Sydney NSW 2000
Telephone: 1300 737 760 or +61 2 9290 9600
Principal Place of Business:
Suite 12.04, Level 12, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
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