These stocks are primed for ‘tectonic-sized’ tailwinds

The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.

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May 19th, 2024
 

The asset class that outperforms when the economy doesn't

Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.

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May 15th, 2024
 

Magellan decode the Magnificent Seven

Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.

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April 30th, 2024
 

12 stock picks for a tough investing environment

Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.

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April 26th, 2024
 

Copper hits $US10,000 as BHP’s bid releases the bulls

Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.

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April 26th, 2024
 

Expert: Joe Wright – Three ways to invest in resources

Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.

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April 12th, 2024
 

Talk Money To Me | AI Special & Investment Opportunities

Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence.  You can listen below.

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April 4th, 2024
 

Mastering the world of payments

For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.

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March 25th, 2024
 

13 stocks Munro is backing for the long-term

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally. 

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March 18th, 2024
 

Exploring HM1 Stocks: Key Insights from Reporting Season

We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside. 

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March 7th, 2024
 

The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings

In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.

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March 7th, 2024
 

Reporting Season | What You Need To Know

Previous 2023 Conference Fund Manager, Catherine Allfrey of WaveStone Capital recently joined the Finding Alpha podcast to discuss her views post Reporting Season.

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March 6th, 2024
 

Bubble or no bubble? Nick Griffin's thoughts on Nvidia's latest results

In the latest episode of Invest in the Journey, Nick Griffin of Munro Partners (Core Fund Manager) unpacks Nvidia's latest earnings results.

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February 29th, 2024
 

Chipping away at the semiconductor market

In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.

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February 26th, 2024
 

Phil King - Listening for opportunities

Phil King, Chief Investment Officer of Regal Funds Management (Core Fund Manager) recently joined Koda Capital's Inside the Rope podcast.

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February 19th, 2024
 

Hedge fund Munro says Nvidia, Microsoft have more to run

Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.

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February 15th, 2024
 

Aussie Mining Giant Skyrocketed 26% for 17 Years: What's Next?

Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).

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February 8th, 2024
 

Stock Story: ResMed

This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.

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February 6th, 2024
 

Designing the AI revolution - Altium

Equity Mates recently caught up with Jun Bei Liu from Tribeca Investment Partners (HM1 Core & Conference Fund Manager) to explore Altium®.

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January 28th, 2024
 

Australia Day Honours: Lorraine Berends of Qantas Super

Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.

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January 25th, 2024
 

Fowler toasts Sohn legacy

Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.

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January 25th, 2024
 

How To Master The Art Of Winning The Room

Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.

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January 24th, 2024
 

January 2024 - Magellan Global Quarterly Update

In this video, Arvid Streimann and Nikki Thomas, CFA of Magellan share insights on the investment attributes that led the market in 2023 and the key thematics to watch out for in the year ahead. 

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January 23rd, 2024
 

Best funds of 2023 stick with bitcoin, big tech bets

Some of the best performing funds of 2023 are holding firm on bitcoin and mega-cap tech stock picks that made them big money last year.

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January 19th, 2024
 

Special Guest Series: Kristo Käärmann

Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.

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December 14th, 2023
 

Hall of Famer Peter Cooper talks Building and instilling a culture of humility and excellence | Cooper Investors

In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. 

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December 6th, 2023
 

Guzman y Gomez | Performance Update

Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.

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December 5th, 2023
 

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.

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December 5th, 2023
 

Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.

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November 28th, 2023
 

Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference

Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.

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November 19th, 2023


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