PRE TAX NTA |$3.52

Value as at close of business on 22 November 2024

 

Introducing our new Chief Investment Officer, Charlie Lanchester

We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.

Read More
April 10th, 2023
 

CIO Insights: Let's Recap

Jargon free investment insights from our Chief Investment Officer. Today's update recaps the recent Sohn Hearts & Minds Investment Leaders Conference and recent changes to the portfolio.

Read More
December 5th, 2022
 

CIO Insights: Ready for lift-off

Jargon free investment insights from our Chief Investment Officer. Today's update looks at some of the biggest issues facing investment markets right now and the upcoming Sohn Hearts & Minds Conference.

Read More
September 5th, 2022
 

CIO Insights: Disruption and Transition in the Cycle

Jargon free investment insights from our Chief Investment Officer. Today's update looks at disruption and transition in the market cycle.

Read More
July 25th, 2022
 

CIO Insights: The Changing World Order

Jargon free insights from our Chief Investment Officer. Today Rory shares some great insights from Ray Dalio, previous conference keynote speaker.

Read More
June 24th, 2022
 

CIO Insights: Times are a-changin'

Jargon free insights from our Chief Investment Officer. Today's update looks at the changing political and economic landscape.

Read More
May 24th, 2022
 

CIO Insights: Volatility is the price of admission

Jargon free insights from our Chief Investment Officer. Today's update takes a look at volatility and the current 'macro anxiety' being felt by investors.

Read More
April 29th, 2022
 

CIO Insights: Transparency

Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.

Read More
March 25th, 2022
 

CIO Insights: The World Has Changed

Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.

Read More
March 18th, 2022
 

CIO Insights: Dividend and Donation

Jargon free insights from our Chief Investment Officer. This week we are pleased to announce a 13.5c/share fully franked dividend and our latest 6-monthly donation.

Read More
February 25th, 2022
 

CIO Insights: It’s a marathon, not a sprint II

Jargon free insights from our Chief Investment Officer. This week Rory looks at how, through volatile times, quality companies have a way of rising to the top.

Read More
February 18th, 2022
 

CIO Insights: It’s a marathon, not a sprint.

Jargon free insights from our Chief Investment Officer. In today's update, Rory writes about our core portfolio which represents 65% of our invested capital.

Read More
January 28th, 2022
 

CIO Insights: A bumpy start to 2022

Jargon free insights from our Chief Investment Officer. In today's update, Rory explains the bumpy start to 2022.

Read More
January 21st, 2022
 

CIO Insights - 13 December

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the annual conference and provides a summary of the conference portfolio.

Read More
December 13th, 2021
 

CIO Insights - 22 November

Jargon free insights from our Chief Investment Officer. In today's update, Rory reviews how the portfolio is constructed and the benefits of the multi-year investment horizon of our Core Portfolio. 

Read More
November 22nd, 2021
 

CIO Insights - 15 November

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the 2020 conference portfolio performance and looks forward to upcoming 2021 virtual event.

Read More
November 15th, 2021
 

CIO Insights - 25 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses this year's Sohn Hearts & Minds Conference and returning Conference Manager, Beeneet Kothari.

Read More
October 25th, 2021
 

CIO Insights - 18 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the launch of the annual Sohn Hearts & Minds Conference, headlined by Charlie Munger, Vice Chairman of Berkshire Hathaway.

Read More
October 18th, 2021
 

CIO Insights - 27 September

Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.

Read More
September 27th, 2021
 

CIO Insights - 20 September

Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio. 

Read More
September 20th, 2021
 

CIO Insights - 30 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

Read More
August 30th, 2021
 

CIO Insights - 23 Aug

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

Read More
August 23rd, 2021
 

CIO Insights - 16 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

Read More
August 16th, 2021
 

CIO Insights - 26 July

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

Read More
July 26th, 2021
 

CIO Insights - 19 July

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

Read More
July 19th, 2021
 

What does NTA mean, and what's the difference between the 3 numbers?

We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.

Read More
May 18th, 2020


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...