MENU
 

PRE TAX NTA |$3.76

Value as at close of business on 17 January 2024

 

Professor Jane Butler: Sparking Hope for Spinal Cord Injuries

In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.

Read More
December 10th, 2024
 

Prof Daniel MacArthur | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.

Read More
December 5th, 2023
 

Prof Michelle Simmons AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Michelle Simmons, the CEO and Founder of Silicon Quantum Computing.

Read More
December 5th, 2023
 

Prof Misty Jenkins AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Misty Jenkins. Misty is a NHMRC fellow and laboratory head of the Immunology Division at the Walter and Eliza Hall Institute.

Read More
December 5th, 2023
 

Is dementia truly preventable?

In this NeuRA Talk, Professor Kaarin Anstey, Dr Nikki-Anne Wilson and Dr Bill Brooks are joined by Executive Director of Professional Services, Carole Renouf to answer the question: Is dementia truly preventable? 

Read More
December 4th, 2023
 

Discover the world of rare genetic disease research with Associate Professor Gina Ravenscroft | Harry Perkins

In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth.

Read More
November 21st, 2023
 

Advancing Medicine Is In Daniel MacArthur’s DNA

When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

Read More
November 15th, 2023
 

Big thinkers in hunt for brain cancer cure

“Brain cancer is rare, but for people who do get it the prognosis is not good,” Assistant Professor Jenkins tells The Australian.

Read More
November 10th, 2023
 

Delve into the world of kids critical care and trauma research with Dr. Marino Festa | Kids Critical Care Research

In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.

Read More
November 7th, 2023
 

Genomic medicine the future of health?

DNA sequences may well hold the secrets to better health. Profound changes in the practice of medicine are underway, being driven by rapid developments in several fields, particularly in genomics.

Read More
November 6th, 2023
 

WEHI | Learn how A/Prof Matt Call is teaching our body to kill cancer

In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells. 

Read More
October 10th, 2023
 

WA scientists win Hearts and Minds

We’re excited to announce that we have made our first donation to a beneficiary in Western Australia, Harry Perkins Institute of Medical Research. Read their media release here.

Read More
October 3rd, 2023
 

Could insulin come in a pill? How a molecule that mimics insulin may advance diabetes research

WEHI researchers have answered a 100-year-old question in diabetes research: can a molecule different to insulin have the same effect?

Read More
July 14th, 2023
 

The Florey. Where remarkable minds advance brain research.

The Florey is the home of neuroscience and mental health research, advancing knowledge of the brain to improve health outcomes for us all. Learn more about their organisation here.

Read More
May 8th, 2023
 

Medicare Heart Health Check Saved

The Victor Chang Cardiac Research Institute says that the Federal Government's decision to extend Medicare-funded Heart Health Checks will save lives.

Read More
May 5th, 2023
 

Innovation Centre's key role in delivering new stroke treatments

The Innovation Centre at the Victor Chang Cardiac Research Institute has been very useful for Dr Kirsten Coupland from the University of Newcastle to help her shed light on the inner workings of the brain. 

Read More
April 20th, 2023
 

Artificial intelligence gives new hope for sufferers of severe heart problem

New AI software can improve the diagnosis of severe aortic stenosis by 72% and could potentially change the lives of about 50,000 Australians with the life-threatening condition.

Read More
April 20th, 2023
 

Saving Hearts to Save Lives

Professor Peter Macdonald from the Victor Chang Cardiac Research Institute opens up about his career as a cardiologist and scientist, the groundbreaking 'Heart in a Box', and the potential of deadly spider venom.

Read More
April 13th, 2023
 

Case Study Highlight: The Baker Heart & Diabetes Institute

Working closely with Indigenous communities, The Baker Heart and Diabetes Institute is working to help tackle heart disease and diabetes in remote communities of Central Australia.

Read More
March 7th, 2023
 

A Heart in a Box: The Gift of Life

A “heart in a box”. It sounds like an ad for Valentine’s Day chocolates. But this box contains an actual human heart which is pumping outside its original body, enabling the gift of life from one person to another.

Read More
February 21st, 2023
 

Bringing Equity and Diversity to Genomic Medicine

Professor Daniel MacArthur, Director of the Centre for Population Genomics has big goals to bring equity and diversity into genomic medicine in Australia, something surprisingly inadequate presently. 

Read More
February 14th, 2023
 

WEHI: Art of Science Online Exhibition 2022

WEHI has officially opened their interactive online exhibition, Art of Science, which features incredible biomedical images from WEHI researchers.

Read More
October 21st, 2022
 

PMRI: Digital Education Platform Project - Pain Management

PMRI is developing digital pain education to support the emerging, current and future health workforce and improve the lives of patients with chronic pain.

Read More
October 20th, 2022
 

VCCRI: 'Heart in a Box'

An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.

Read More
September 6th, 2022
 

VCCRI & Baker Institute: Why exercise is vital for heart health

VCCRI's Jason Kovacic and Baker Institute’s Andre La Gerche delve into the inner workings of elite athletes’ hearts and what this means for the general population.

Read More
September 6th, 2022
 

WEHI: Say Hi to the life-saving impact of medical research discoveries

HM1 beneficiary Walter and Eliza Hall Institute recently released a video dedicated to the life-saving impact of long-term medical research discoveries.

Read More
September 1st, 2022
 

VCCRI: How does space travel affect the human body?

Professor Jason Kovacic from Victor Chang Cardiac Research Institute explains how deep space travel impacts the human body and heart health.

Read More
August 29th, 2022
 

Cerebral Palsy Alliance: Changing the GAME

A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).

Read More
August 24th, 2022
 

VCCRI: Update on historic pregnancy breakthrough

Australia’s first clinical trial to potentially identify pregnant women at risk of recurrent miscarriages or having a baby with birth defects is currently underway.

Read More
August 10th, 2022
 

The Florey: New target in MND drug discovery

The Florey investigates how a previously underappreciated cell type potentially contributes to the progressive loss of motor neurons in Motor Neurone Disease (MND).

Read More
August 3rd, 2022


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
Nine top stock picks to prepare your portfolio for 2025
Health care, ride-sharing, and the emerging world of YouTube entertainers are among the industries leading investors have picked for growth in 2025.
Resources fundies reveal top picks ahead of ‘stellar’ 2025
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.
Qiao Ma: finding killer companies, surviving the GFC & why founders win
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
10 top fund managers reveal their long-term stock picks
With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors. 
 

Nine top stock picks to prepare your portfolio for 2025

Health care, ride-sharing, and the emerging world of YouTube entertainers are among the industries leading investors have picked for growth in 2025.

Read More
January 21st, 2025
 

Resources fundies reveal top picks ahead of ‘stellar’ 2025

Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.

Read More
January 6th, 2025
 

Qiao Ma: finding killer companies, surviving the GFC & why founders win

Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.

Read More
January 6th, 2025
 

10 top fund managers reveal their long-term stock picks

With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors. 

Read More
December 28th, 2024
 

Rikki Bannan – Don’t get caught up in momentum

Conference Fund Manager Rikki Bannan, Executive Director at IFM Investors, joins Equity Mates to discuss her standout 2023 stock pick, Telix, and explore what opportunities lie ahead.

Read More
December 19th, 2024
 

Professor Jane Butler: Sparking Hope for Spinal Cord Injuries

In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.

Read More
December 10th, 2024
 

Nick Griffin – The Nvidia story is not over

Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.

Read More
December 9th, 2024
 

HM1 CEO Succession

Hearts and Minds Investments Limited advises that Paul Rayson intends to retire from the position of Chief Executive Officer, effective 19 February 2025.

Read More
December 5th, 2024
 

Trump unifies top investors in decade-long bullish outlook for US

Nick Moakes, CIO of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.

Read More
November 20th, 2024
 

These rock-star stock picks could get markets talking next year

Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.

Read More
November 18th, 2024
 

Is anyone brave or stupid enough to bet against America?

Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.

Read More
November 17th, 2024
 

Sohn: NYSE-listed Estee Lauder’s Northcape Capital pick

Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.

Read More
November 15th, 2024
 

Sohn ASX stock pick: Ellerston Capital’s Chris Kourtis backs Perpetual

Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.

Read More
November 15th, 2024
 

AI start-ups a threat to incumbent big companies

Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.

Read More
November 15th, 2024
 

Howard Marks and Sohn’s big stars reveal seven rules for investing

Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.

Read More
November 15th, 2024
 

Sohn investors position for bullish but bumpy Trump ride

Australia and the rest of the world must adjust to a new Trump presidency that will deliver an expected bull market but also disruption, with the leader in waiting prepared to “create pain” to get his way.

Read More
November 15th, 2024
 

Sohn stock picker experts name best shares to invest in for year ahead

‍Don’t overlook down and out silver miners, legacy skincare brands ready for a revival and a big financial company suffering from a severe case of shareholder wealth destruction.

Read More
November 15th, 2024
 

Eleven stock tips from Sohn to get you through 2025

“There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.

Read More
November 15th, 2024
 

Sohn Hearts & Minds Investments fund targets $1.5bn valuation

‍Hearts & Minds Investments chair Chris Cuffe is hoping for HM1 to grow to more than $1.5bn in the next five years.

Read More
November 14th, 2024
 

Galaxy Digital CEO Mike Novogratz believes bitcoin will hit $US100k

Bitcoin’s bounce to record highs in recent days is only the beginning of a fresh surge higher for cryptocurrency, says US billionaire Mike Novogratz.

Read More
November 9th, 2024
 

Why this New York hedge fund manager sees opportunity in European stocks

Influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick.

Read More
November 6th, 2024
 

Antipodes’ Ross says short-term wealth hinges on US election

The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.

Read More
November 5th, 2024
 

Concentration risk key for investors: Antipodes Partners’ Vihari Ross

The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.

Read More
November 5th, 2024
 

The fundie betting big on China – with help from AI

Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.

Read More
November 5th, 2024
 

Why this fundie wants you to ‘wince’ at his stock picks

When fund managers come to pitch their favourite stock at the annual Sohn Hearts & Minds conference, there are two ways they can go: they can play it safe, or they can take a risk and shock the room.

 

Read More
October 29th, 2024
 

IFM Investors’ Rikki Bannan backs small cap investments to rebound after mixed performance

IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks.

Read More
October 27th, 2024
 

Meet the 2024 Conference Managers

Following a global search, the Conference Fund Manager Selection Committee is pleased to share eleven new managers for 2024. 

Read More
October 22nd, 2024
 

Chris Kourtis is on a winning streak. Here’s his next ASX pick

Chris Kourtis of Ellerston Capital thinks he’s found another winner and thinks it’s the last chance to have a bite at the cherry before the strategy plays out.

Read More
October 21st, 2024
 

Why Ellerston Capital’s Chris Kourtis plans to back a ‘hated’ stock

Chris Kourtis of Ellerston Capital plans to tip one of the “most hated” stocks in Australia when he presents at the 2024 Sohn Hearts & Minds Conference.

Read More
October 21st, 2024
 

Alex Pollak champions rewards of disruptive investment

Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.

Read More
October 14th, 2024