PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

Why Howard Marks says you’re making a big mistake

Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.

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September 5th, 2024
 

Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes

The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”

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September 5th, 2024
 

Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler

In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.

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September 4th, 2024
 

Masters in Business: Ricky Sandler

Ricky Sandler, Chief Investment Officer and Founder of the $7B Eminence Capital joined Bloomberg's podcast Masters in Business to share his latest thoughts and strategies. 

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August 23rd, 2024
 

Here’s how this climate fund smashed the market

The Australian Financial Review spoke to James Tsinidis, co-portfolio manager of Munro Partners Climate Change Leaders Fund. 

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August 8th, 2024
 

From Resilient Retailers to Struggling Brands

Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.

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July 29th, 2024
 

Investors ‘comfortable’ about a Trump presidency, despite volatility

Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.

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July 21st, 2024
 

Buy Hold Sell: 5 mispriced growth stocks

Livewire Market's Ally Selby sits down with Alex Pollak of Loftus Peak and Alan Pullen of Magellan to discuss if there is any value left on offer among the world's greatest growth stocks.

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July 19th, 2024
 

Investors chasing the rally should get ready for an ‘upswing’

Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.

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July 7th, 2024
 

Navigating the Resource Sector with Jeremy Bond of Terra Capital

In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.

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June 25th, 2024
 

Nvidia became the biggest company in the world. Now what?

Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold? 

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June 19th, 2024
 

Nine stocks to buy and hold forever

The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.

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June 11th, 2024
 

Unlocking Potential: Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care

Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.

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June 11th, 2024
 

What's next for Guzman y Gomez?

Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.

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June 2nd, 2024
 

The AI bulls are sticking to Nvidia despite 600pc share price rally

Nvidia’s quarterly earnings once again exceeded analysts’ expectations and Portfolio Manager, Qiao Ma of Munro Partners says the rise is “nowhere close to being over”.  

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May 28th, 2024
 

Investment Insights: Rikki Bannan on Top Picks and Trends

Season two is here, and first up we have 2023 Sohn Hearts & Minds Conference Fund Manager, Rikki Bannan of IFM Investors.

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May 28th, 2024
 

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


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