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Genomic medicine the future of health?

DNA sequences may well hold the secrets to better health. Profound changes in the practice of medicine are underway, being driven by rapid developments in several fields, particularly in genomics.

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November 6th, 2023
 

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
 

Five Secrets To Delivering The Perfect Pitch

Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

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November 5th, 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
 

Dan Loeb to headline Sohn Hearts & Minds

Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

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October 23rd, 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
 

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
 

Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

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October 6th, 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
 

Investors Sweeten On Hedge Funds As Rates Climb

After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.

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September 11th, 2023
 

Stock Stars Look Under The Surface

Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17. 

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September 11th, 2023


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
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Geoff Wilson on investing lessons, mistakes, the banks, and why you should get on X
Geoff Wilson reveals why he's cautious on markets and some of his biggest lessons and tips in the investment space.
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.
 

Geoff Wilson on investing lessons, mistakes, the banks, and why you should get on X

Geoff Wilson reveals why he's cautious on markets and some of his biggest lessons and tips in the investment space.

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March 11th, 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.

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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.

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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