Equity Mates: Hamish Corlett, TDM Growth Partners

In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!

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December 7th, 2020

Equity Mates x HM1

We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.

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November 30th, 2020

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

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November 8th, 2020

The star stock pickers with a social purpose

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

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November 7th, 2020

Equity Mates: Nick Griffin

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

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November 5th, 2020

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

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October 22nd, 2020

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

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September 16th, 2020

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

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September 16th, 2020

The man in the Hearts & Minds investment engine room

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

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September 16th, 2020

Bill Ackman on how super can fix capitalism's inequities

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

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September 9th, 2020

2019 Sohn Hearts & Minds Conference

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

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November 26th, 2019

Manager in focus: Cooper Investors

This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM. 

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September 6th, 2019

Manager in focus: Tekne Capital Management

This month's Conference Manager in Focus is Tekne's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.

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August 6th, 2019

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

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July 18th, 2019

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

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July 15th, 2019

Manager in focus: Munro Partners

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

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July 4th, 2019

Hearts and Minds Investments lifts value

Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.

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June 28th, 2019

Manager in focus: Wilson Asset Management

Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.

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June 7th, 2019

Manager in focus: Auscap Asset Management

Tim Carleton from Auscap is backing Australia's leading consumer electronics company, JB Hi-Fi. Read why JBH is his highest conviction idea.

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April 4th, 2019

Manager in focus: Tribeca Investment Partners

Jun Bei Liu of Tribeca is backing the largest provider of private education services in China, New Oriental Education & Technology - read her investment case.

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March 7th, 2019

Montaka's best idea and why

Christopher Demasi takes us to Europe to uncover a market leading aerospace company. Read his investment case.

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February 5th, 2019

Airlie Fund Management's best idea and why

Read Emma Goodsell's investment case for the Australian plumbing business, Reece, and understand why it's her best idea.

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December 5th, 2018

Hearts and Minds LIC starts trading on ASX after strong support

Media Release: HM1 starts trading on the ASX after closing its $500 million IPO early and bringing forward the company's listing date.

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November 14th, 2018

Hearts and Minds: Aiming to make a positive impact

Millennials are leading a global investment revolution, driving a change in how the super-rich invest their money. Ethical and sustainable investing is booming and poised to accelerate. 

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November 13th, 2018

Win-Win for investors and charities as top funds join forces for good

Australia’s top fund managers have joined forces in the name of medical research and today announce the opening of the IPO for Hearts and Minds Investments Limited.

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October 15th, 2018

Stock picker feeling the pressure of the single shot selection

Geoff Wilson is feeling the pressure. Wilson is at the final stages of picking a stock - a single stock - that will be one of his key contributions to a novel half billion dollar investment vehicle with a charity twist.

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October 15th, 2018

TICKY: David Paradice

David Paradice, Core Fund Manager, appears on TICKY to discuss Sohn Hearts & Minds.

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October 8th, 2018

Rich listers back stockpicking stars in $500m Hearts & Minds float

Magellan's Hamish Douglass will spearhead five of the country's best fund managers picking their top 15 stocks for a new $500 million listed investment company.

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October 3rd, 2018

Recent Posts

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