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PRE TAX NTA |$3.48

Value as at close of business on 14 March 2025

 

Comparing US and European valuations

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to share his insights on global markets, having recently returned from the US and Europe.

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June 7th, 2023
 

AI Technology Opening New Investment Opportunities

Kieran Moore, Partner and Portfolio Manager of Munro Partners (Core Fund Manager) joined the ASX Ideas Exchange podcast to unpack Artificial Intelligence and its potential for new and exciting investment opportunities. 

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June 1st, 2023
 

GSFM Conversations: Munro Partners discuss growth equities

Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited. 

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May 29th, 2023
 

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.

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May 26th, 2023
 

Regal Funds Management - May Webinar

Watch the latest Investor Update from Regal Funds Management (Core Fund Manager) to hear Chief Investment Officer Philip King share his investment outlook for the Asia-Pacific region.

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May 26th, 2023
 

Auscap Asset Management - May Webinar

For the latest insights from Auscap Asset Management, watch their recent webinar featuring Tim Carleton, Founder of Auscap Asset Management and HM1 Conference Fund Manager. 

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May 23rd, 2023
 

8 stocks Munro like to play the big themes from US earnings season

Munro Partners’ Portfolio Managers James Tsinidis and Kieran Moore sit down with Livewire Markets' Managing Director Chris Conway, to discuss key takeaways from the latest US earnings season.

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May 19th, 2023
 

The key characteristics Zenith looks for when rating funds

David Wright, Co-founder of Zenith Investment Partners and member of HM1 Investment Committee recently spoke with Livewire about key characteristics Zenith looks for when rating funds.

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May 18th, 2023
 

Aggressive climate targets spell opportunity for investors

Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.

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May 17th, 2023
 

BHP at $100? This fund manager says it’s possible

Portfolio Manager Ben Cleary of Tribeca Investment Partners (Core Fund Manager) says now is the time to buy dirt cheap mining stocks or risk missing out on the next sector rally.

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May 15th, 2023
 

Chat GPT and the Implications of this New Technology

Magellan's Investment Analyst, Adrian Lu explains what ChatGPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet.

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May 8th, 2023
 

The Florey. Where remarkable minds advance brain research.

The Florey is the home of neuroscience and mental health research, advancing knowledge of the brain to improve health outcomes for us all. Learn more about their organisation here.

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May 8th, 2023
 

Why Australian equities are set for a strong rally

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) tells The Australian Financial Review why she believes Australian equities are set for a strong rally.

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May 7th, 2023
 

Medicare Heart Health Check Saved

The Victor Chang Cardiac Research Institute says that the Federal Government's decision to extend Medicare-funded Heart Health Checks will save lives.

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May 5th, 2023
 

Talk Ya Book with Jun Bei | A2 Milk

Jun Bei Liu of Tribeca Investment Partners recently appeared on Talk Ya Book to talk about A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects.

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May 2nd, 2023
 

Stock Story: Mastercard

Read the latest Stock Story from Magellan (Core Fund Manager) about one of one of our Core Holdings, Mastercard. In the article, Magellan tap into the underlying layers that support the consistency and strength of the business.

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April 26th, 2023
 

Jun Bei Liu joins Switzer TV to discuss the Australian market

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Switzer TV to discuss the Australian market.

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April 24th, 2023
 

How these investors find quality (and 12 stock examples)

Head of Claremont Global and Conference Fund Manager, Bob Desmond, joins Elisa Di Marco, Portfolio Manager at Magellan (Core Fund Manager) for a deep dive into quality investing (and its various forms).

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April 24th, 2023
 

Innovation Centre's key role in delivering new stroke treatments

The Innovation Centre at the Victor Chang Cardiac Research Institute has been very useful for Dr Kirsten Coupland from the University of Newcastle to help her shed light on the inner workings of the brain. 

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April 20th, 2023
 

Artificial intelligence gives new hope for sufferers of severe heart problem

New AI software can improve the diagnosis of severe aortic stenosis by 72% and could potentially change the lives of about 50,000 Australians with the life-threatening condition.

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April 20th, 2023
 

Saving Hearts to Save Lives

Professor Peter Macdonald from the Victor Chang Cardiac Research Institute opens up about his career as a cardiologist and scientist, the groundbreaking 'Heart in a Box', and the potential of deadly spider venom.

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April 13th, 2023
 

Big tech's big opportunities

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.

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April 12th, 2023
 

TDM Growth Partners feature two high conviction stocks: Rokt and Guzman y Gomez

TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.

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April 11th, 2023
 

Introducing our new Chief Investment Officer, Charlie Lanchester

We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.

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April 10th, 2023
 

The ASX sector Phil King believes is best placed for the next 5 to 10 years

Phil King, Chief Investment Officer of Regal Funds, believes certain areas of the ASX are priced at their most attractive levels in years, identifying the resources sector as a great investment. 

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April 4th, 2023
 

The Inside Network's Growth Symposium

Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.

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April 1st, 2023
 

In the war over AI’s future, the big guns may have already won

Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.

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March 29th, 2023
 

Insights into Scale Economies Shared

TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.

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March 28th, 2023
 

The imaginary nepotism that drives Carsales global growth

The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic. 

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March 27th, 2023
 

The six characteristics of great growth companies

Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.

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March 23rd, 2023


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
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Reporting Season Insights: HM1 Core Portfolio Holdings
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
The investing megatrends you can’t ignore (and some you should rethink)
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
2025: Where to Find Market Opportunities
There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
Significant increase in profit and increased fully franked dividend
We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.
 

Reporting Season Insights: HM1 Core Portfolio Holdings

We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.

Read More
March 10th, 2025
 

The investing megatrends you can’t ignore (and some you should rethink)

James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.

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March 3rd, 2025
 

2025: Where to Find Market Opportunities

There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.

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February 25th, 2025
 

Significant increase in profit and increased fully franked dividend

We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.

Read More
February 20th, 2025
 

Magellan's Elisa Di Marco - 3 Trends That Will Define The Next Decade

Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).

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February 7th, 2025
 

Nine top stock picks to prepare your portfolio for 2025

Health care, ride-sharing, and the emerging world of YouTube entertainers are among the industries leading investors have picked for growth in 2025.

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January 21st, 2025
 

Resources fundies reveal top picks ahead of ‘stellar’ 2025

Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.

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January 6th, 2025
 

Qiao Ma: finding killer companies, surviving the GFC & why founders win

Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.

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January 6th, 2025
 

10 top fund managers reveal their long-term stock picks

With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors. 

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December 28th, 2024
 

Rikki Bannan – Don’t get caught up in momentum

Conference Fund Manager Rikki Bannan, Executive Director at IFM Investors, joins Equity Mates to discuss her standout 2023 stock pick, Telix, and explore what opportunities lie ahead.

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December 19th, 2024
 

Professor Jane Butler: Sparking Hope for Spinal Cord Injuries

In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.

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December 10th, 2024
 

Nick Griffin – The Nvidia story is not over

Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.

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December 9th, 2024
 

HM1 CEO Succession

Hearts and Minds Investments Limited advises that Paul Rayson intends to retire from the position of Chief Executive Officer, effective 19 February 2025.

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December 5th, 2024
 

How Trump will impact equity markets

The United States has spoken. President Trump has returned to the White House. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?

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November 26th, 2024
 

Trump unifies top investors in decade-long bullish outlook for US

Nick Moakes, CIO of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.

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November 20th, 2024
 

These rock-star stock picks could get markets talking next year

Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.

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November 18th, 2024
 

Is anyone brave or stupid enough to bet against America?

Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.

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November 17th, 2024
 

Sohn: NYSE-listed Estee Lauder’s Northcape Capital pick

Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.

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November 15th, 2024
 

Sohn ASX stock pick: Ellerston Capital’s Chris Kourtis backs Perpetual

Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.

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November 15th, 2024
 

AI start-ups a threat to incumbent big companies

Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.

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November 15th, 2024
 

Howard Marks and Sohn’s big stars reveal seven rules for investing

Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.

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November 15th, 2024
 

Sohn investors position for bullish but bumpy Trump ride

Australia and the rest of the world must adjust to a new Trump presidency that will deliver an expected bull market but also disruption, with the leader in waiting prepared to “create pain” to get his way.

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November 15th, 2024
 

Sohn stock picker experts name best shares to invest in for year ahead

‍Don’t overlook down and out silver miners, legacy skincare brands ready for a revival and a big financial company suffering from a severe case of shareholder wealth destruction.

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November 15th, 2024
 

Eleven stock tips from Sohn to get you through 2025

“There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.

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November 15th, 2024
 

Sohn Hearts & Minds Investments fund targets $1.5bn valuation

‍Hearts & Minds Investments chair Chris Cuffe is hoping for HM1 to grow to more than $1.5bn in the next five years.

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November 14th, 2024
 

Galaxy Digital CEO Mike Novogratz believes bitcoin will hit $US100k

Bitcoin’s bounce to record highs in recent days is only the beginning of a fresh surge higher for cryptocurrency, says US billionaire Mike Novogratz.

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November 9th, 2024
 

Why this New York hedge fund manager sees opportunity in European stocks

Influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick.

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November 6th, 2024
 

Antipodes’ Ross says short-term wealth hinges on US election

The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.

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November 5th, 2024
 

Concentration risk key for investors: Antipodes Partners’ Vihari Ross

The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.

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November 5th, 2024
 

The fundie betting big on China – with help from AI

Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.

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November 5th, 2024