PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

Why Chris Kourtis just bought CSL and ResMed

A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.

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November 6th, 2023
 

Paradice and Lew on their love of medical research – and Greece

Solomon Lew, the billionaire retailer, has known David Paradice, the high-profile fund managers, for years. Beyond investing, they share a common interest in medical research – and holidaying in Greece.

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November 3rd, 2023
 

Meet the 2023 Conference Managers

Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023. 

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November 2nd, 2023
 

Nine stock picks from some of Australia’s biggest fund managers

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.

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November 1st, 2023
 

Where Regal's Phil King is searching for opportunities | Regal Funds

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. 

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October 31st, 2023
 

Top fundies name 14 stock picks for the running of the Golden Bull

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.

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October 27th, 2023
 

Remarkable double breakthrough preventing recurrent miscarriages and birth defects | Victor Chang Cardiac Research Institute

In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie.

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October 24th, 2023
 

Regal’s Phil King expects one sector to stand tall as cost pressures rise

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.

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October 23rd, 2023
 

US Bank Run Has Slowed To A Walk, But Instability Remains

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.

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October 23rd, 2023
 

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast. 

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October 18th, 2023
 

Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)

2022 Sohn Hearts & Minds Investment Leaders Conference Fund Managers - Catherine Allfrey and Anthony Aboud join Livewire Markets for a Buy Hold Sell episode. 

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October 17th, 2023
 

Munro Partners | Nick Griffin on how he finds global winners

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. 

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October 17th, 2023
 

How this hedge fund pulled off 2023’s ‘big short’

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. 

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October 16th, 2023
 

Beware the pitfalls of investing in healthcare, says IFM boss

“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.

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October 10th, 2023
 

Brookfield Corporation

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.

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October 5th, 2023
 

TDM Growth Partners | Understanding the 4 pillar framework underpinning a high conviction strategy

Listen to episode one with CIO Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. 

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October 3rd, 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.

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October 3rd, 2023
 

Tribeca Investment Partners' Liu on Global Markets

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.

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September 25th, 2023
 

‘Volatility is opportunity’: why this manager loves shorting stocks

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.

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September 18th, 2023
 

Bob Desmond names his "forever" stock

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.

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September 15th, 2023
 

Top fund managers share 11 stock picks for the long term

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.

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September 15th, 2023
 

"There isn't an Aussie fund manager who's not buying this stock right now"

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.

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September 15th, 2023
 

8 world-leading stocks to play 3 of investing's most pressing mega-trends

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.

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September 13th, 2023
 

Recap on our Australian portfolio holdings

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.

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September 5th, 2023
 

Travel is back on a roll but the best could be behind these two companies

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.

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August 30th, 2023
 

NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future

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.

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August 30th, 2023
 

Munro Partners on stage at the Global Growth roadshow

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

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August 29th, 2023
 

Paving a pathway in global growth equities

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared on Finding the Front podcast sharing his expertise in the world of global investing. 

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August 24th, 2023
 

Global consumer and corporate resilience surprises everyone

Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience. 

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August 23rd, 2023
 

China cuts key interest rate as recovery falters

Jun Bei Liu from Tribeca Investment Partners told BBC that China's latest interest rate move is unlikely to have a major impact but does indicate the Chinese government's commitment to reviving the economy.

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August 22nd, 2023


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