PRE TAX NTA |$3.33

Value as at close of business on 4 October 2024

 

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.

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September 30th, 2024
 

Exploring Asian Market Potential with Tom Naughton of Prusik Investment Management

In this episode of the Hearts & Minds Podcast, CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Management.

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September 24th, 2024
 

Scalar Gauge Fund founder Sumit Gautam cautious about over-hyped AI

Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.

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September 23rd, 2024
 

With Purpose podcast with Michael Traill

Tune in to hear from Michael Traill AM, Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation, and HM1 Board Director.

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September 16th, 2024
 

The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off

Chief Investment Officer, Nick Moakes raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.

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September 9th, 2024
 

Exploring HM1 Top Stocks: Key Insights from Reporting Season

We have just come to the end of reporting season and the fund managers of our major portfolio holdings gave us their insights into the latest results of our key holdings.  

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September 6th, 2024
 

Why Howard Marks says you’re making a big mistake

Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.

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September 5th, 2024
 

Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes

The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”

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September 5th, 2024
 

Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler

In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.

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September 4th, 2024


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