PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

Exploring Asian Market Potential with Tom Naughton of Prusik Investment Management

In this episode of the Hearts & Minds Podcast, CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Management.

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September 24th, 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
 

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
 

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
 

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
 

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
 

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
 

Discover the world of rare genetic disease research with Associate Professor Gina Ravenscroft | Harry Perkins

In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth.

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November 21st, 2023
 

Learn what makes a high conviction investment and how Magellan managers avoid short-term noise | Magellan

In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.

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November 14th, 2023
 

Delve into the world of kids critical care and trauma research with Dr. Marino Festa | Kids Critical Care Research

In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.

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November 7th, 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
 

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
 

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
 

WEHI | Learn how A/Prof Matt Call is teaching our body to kill cancer

In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells. 

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October 10th, 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


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