PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

In the Know: Prudence in Volatile Times

In the latest episode of the In the Know Podcast hear a panel discussion with senior members of Magellan’s investment team looking back at the extraordinary year of 2021, and towards the year ahead. 

Read More
January 24th, 2022
 

Livewire: Jun Bei Liu's extraordinary journey

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

Read More
January 19th, 2022
 

Livewire: 21 funds the professionals would invest in

In this Livewire's 2022 Outlook Series episode hear from some of our Conference Managers on the Fund Manager they would trust to manage their money. 

Read More
January 19th, 2022
 

Howard Marks: Selling Out

Howard Marks considers one of investing’s most fundamental questions: when to sell. Howard explains that it’s foolish to sell because prices are up and because they’re down – and why, most of the time, staying invested is ultimately “the most important thing.”

Read More
January 13th, 2022
 

Howard Marks: Why holding onto stocks is so hard

Former Conference Manager, Howard Marks of Oaktree Capital tackles the challenge in a “buy low, sell high” strategy in his latest memo. Livewire's examines some of the key points. 

Read More
January 13th, 2022
 

Livewire: 8 of the best stocks to buy in a sell-off

In this Livewire's 2022 Outlook Series episode hear insights from some of our Conference Managers as they share stocks they would buy in the case of market weakness.

Read More
January 12th, 2022
 

Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble. 

Read More
January 8th, 2022
 

Livewire: The #1 stock picks for 2022

Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead. 

Read More
January 7th, 2022
 

TDM Podcast: Culture as a Product

Scaling Up Podcast has released a People and Culture Mini Series. In this episode Ed Cowan speaks with the CPO of Asana, Anna Binder. The conversation gives insights into what has enabled Asana to scale so effectively. 

Read More
January 1st, 2022
 

In the Know Podcast: The coming 'viral blizzard'

Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm. 

Read More
December 23rd, 2021
 

Livewire's Success and More Interesting Stuff: Geoff Wilson

This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success. 

Read More
December 22nd, 2021
 

Livewire: Buy Hold Sell - 5 stocks with sparkling New Year's resolutions

Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.

Read More
December 17th, 2021
 

Five global trends point to buys and sells for 2022

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

Read More
December 16th, 2021
 

Livewire: Buy Hold Sell - 3 Christmas specials and 2 for a turnaround

In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.

Read More
December 10th, 2021
 

Charlie Munger and stock picks at the Sohn Conference

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

Read More
December 4th, 2021
 

Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities

In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.

Read More
December 4th, 2021
 

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

Read More
December 3rd, 2021
 

Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

Read More
December 3rd, 2021
 

Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

Read More
December 3rd, 2021
 

Sohn Hearts and Minds: The Australian Fund Manager Coverage

Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.

Read More
December 3rd, 2021
 

Sohn Hearts and Minds: AFR Fund Manager Coverage

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

Read More
December 3rd, 2021
 

Sohn delivers lessons on tech disruption

From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors.

Read More
December 3rd, 2021
 

Equity Mates: Eleanor Swanson, Firetrail Investments

Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.

Read More
December 2nd, 2021
 

Hearts and Minds 2021: Buying is only half the battle

Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference. 

Read More
December 2nd, 2021
 

In the Know Podcast: The Inflation Spectre Looming the Global Economy

Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.

Read More
November 30th, 2021
 

A hedge fund sleuth who seeks only the truth

Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.

Read More
November 29th, 2021
 

Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%

Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.

Read More
November 28th, 2021
 

Munro Climate Change Leaders Fund sub-trends: Circular Economy

Conference Manager and Munro Partners' Chief Investment Officer Nick Griffin does a deep-dive into the Climate sub-trend: The Circular Economy.

Read More
November 26th, 2021
 

Equity Mates: Yen Liow, Aravt Global

Yen Liow of Aravt Global sat down with Equity Mates. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

Read More
November 25th, 2021
 

You're in Good Company: Rory Lucas & Phil King

Hearts and Minds Investments Limited (ASX:HM1)'s Chief Investment Officer Rory Lucas and founding Hearts & Minds supporter Phil King of Regal Funds Management recently spoke with the hosts of You're In Good Company.

Read More
November 23rd, 2021


Recent Posts

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