Value as at close of business on 1 December 2023
Price delay - 20mins
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors.
Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.
At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.
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.
Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.
In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.
Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023.
From garbage collection to race car manufacturing, nine fund managers at some of Australia’s largest investment firms have given their best stock picks for investors looking over the long term.
In this conversation with HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now.
Top fund managers are coming together for the Australian Fund Manager Awards stock-picking competition, the Calcutta. Among these fund managers are some of our experts within the HM1 network.
In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie.
The sector that has long been favoured by King remains an area of focus: “And in fact, I think I will get more bullish over the next few years,” he said.
When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.
Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.
2022 Sohn Hearts & Minds Investment Leaders Conference Fund Managers - Catherine Allfrey and Anthony Aboud join Livewire Markets for a Buy Hold Sell episode.
In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers.
Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.
“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.
CEO Bruce Flatt alongside the management team are by far the largest shareholders and have taken Brookfield from a struggling conglomerate in the 1990s into an investment powerhouse with a value investing framework largely focused on real assets.
Listen to episode one with CIO Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie.
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.
Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.
Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently featured on Livewire Markets' 'The Rules of Investing' podcast to discuss quality growth and one stock he would love to own forever.
After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.
Philip King of Regal Funds Management and Tim Carleton of Auscap Asset Management recently joined Livewire’s "Opportunities beyond "houses and holes" on the ASX" session to discuss the pockets of opportunity in an otherwise challenged market.
Munro Partners' Chief Investment Officer, Nick Griffin recently appeared in a session at Livewire Live to answer a handful of crucial investor questions on Artificial intelligence Cloud computing, and the energy transition.
Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.
Jun Bei Liu from Tribeca Investment Partners believes the travel industry could be the next to feel the pinch, with indications that the best times are in the rearview for Qantas and Flight Centre.
Craig is incredibly passionate about the Australian tech industry, and believes there is more opportunity today than at any point in his three-decade career. Watch the full interview here.
Registered Office and Share Registry Office
Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 8, 210 George Street
Sydney NSW 2000
Telephone: 1300 737 760 or +61 2 9290 9600
Principal Place of Business:
Suite 12.04, Level 12, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
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