PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

R U OK? Day: Interview with Rory Lucas

Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day. 

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September 10th, 2020
 

Bill Ackman on how super can fix capitalism's inequities

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

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September 9th, 2020
 

Beneficiary Profile: Black Dog Institute

1 in 5 of us will experience symptoms of mental illness in any given year. In Australia that’s around 5 million people. And roughly 60% of these people won’t seek help. Learn what Black Dog is doing to create a mentally healthier world for everyone.

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September 8th, 2020
 

ABC: Cash for Causes

An increasing number of LICs are being created to spit out cash for causes. HM1 is such a LIC that top fund managers donate their time too. This year it paid out $9.3m to medical research. HM1's Chairman Chris Cuffe, speaks to Elysse Morgan on ABC's The Business.

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September 1st, 2020
 

Hearts and Minds keep shining the light on medical research

CEO Paul Rayson says HM1's results are outstanding given the bumpy period. COVID-19 has shone a light on medical research and he's proud to contribute to the field and help support people during these tough times.

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September 1st, 2020
 

Hearts and Minds donates almost $10m to charity

Listed investment company Hearts and Minds Investments (ASX: HM1) will donate $5.1 million to 10 medical research this week, in addition to the $4.1 million it already donated in March. [Financial Standard]

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September 1st, 2020
 

'Dysfunctional' mental health system needs boost in wake of pandemic: experts

Experts are warning the current mental health system is ill-equipped to respond to a forecast 30 per cent spike in mental illness in the wake of the coronavirus pandemic.

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August 31st, 2020
 

An earnings season to savour where the rewards keep coming

Jun Bei Liu talks to the AFR about the earnings season just gone, and while the path forward is still unclear, one thing for certain is that recovery is on its way. 

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August 31st, 2020
 

Magellan Podcast: In The Know

Magellan launched their new podcast: In the Know. In this first episode CIO Hamish Douglass talks to former deputy director of the CIA, Michael Morell.

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August 25th, 2020
 

Between Meetings Podcast: Hamish Douglass

Hamish Douglass shares his career story and how his curiosity has translated into investment success on Netwealth's Between Meetings Podcast.

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August 12th, 2020
 

Beneficiary Profile: RPA Green Light

Emergency departments are the frontline of health care, with one in seven Australians seeking help from a hospital emergency department every year. Our medical staff depend on research findings to help inform their responses to urgent patient needs.

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August 10th, 2020
 

Why the quiet approach pays off in China

Cooper Investors portfolio manager, Qiao Ma, shares why the quiet approach pays off in China. 

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August 7th, 2020
 

Commsec Executive Series: Hamish Douglass

Hamish Douglass speaks with Tom Piotrowski on Commsec's Executive Series about how he is managing Magellan's global portfolio in a world facing four big risks.

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August 6th, 2020
 

The characteristics of a long term winner

Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.

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July 31st, 2020
 

Predicting the winners and losers of earnings season

Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.

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July 21st, 2020
 

Hearts and Minds but no ratings

HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.

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July 21st, 2020
 

Rules of Investing: Troy Angus, Paradice

In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.

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July 17th, 2020
 

A bridge to recovery or a financial cliff? Magellan holds the line on cash

Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.

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July 14th, 2020
 

2 technology stocks with structural tailwinds

Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds. 

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July 13th, 2020
 

Investing in culture and leadership

Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.

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July 7th, 2020
 

Beneficiary Profile: The Florey

Every year, 4.7 million Australians are diagnosed with one of the conditions that the Florey study. That's why they believe everyone has a stake in medical research. 

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July 7th, 2020
 

Howard Marks: Anatomy of an unexpected rally

Throughout the COVID-19 pandemic, investors have eagerly checked the latest memos to clients written by Howard Marks, Co-Chairman of multibillion-dollar asset manager, Oaktree Capital. Graham Hand summarises the highlights from his latest memo. 

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June 30th, 2020
 

Cooper Investors Market Update

Chris Dixon, of Cooper Investors provides a market outlook and update on the Cooper Investor’s Global Equities Strategy.

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June 29th, 2020
 

The winners and losers from this crisis

Challenging periods, are what separate the wheat from the chaff in the business world. While some firms were slow to adapt, others were thriving and taking market share. Catherine Wood, Conference Manager and Founder / CEO of ARK Invest explains.

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June 26th, 2020
 

Equity Mates: Chris Wheldon, Magellan

Chris Wheldon, portfolio manager at Magellan shares his thoughts on the market’s rebound, how Magellan responded in the early days of the pandemic and the investment thesis behind Facebook, Visa and Tencent.

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June 25th, 2020
 

Understanding biomarkers of cognition in the elderly

Swinburne researchers have been investigating the biomarkers for cognitive ageing in healthy elderly Australians to examine whether age associated cognitive decline can be reduced.

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June 25th, 2020
 

Settling the Mind: Mental Health and Coronavirus Webinar Series

The Black Dog Institute has put together a webinar series called "Settling the Mind", which shares evidence-based insights and resources to help you navigate the affects of Covid.

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June 18th, 2020
 

Why are we paying taxes?

In this Livewire article, Conference Manager Andrew Macken of Montaka Global Investments asks why we pay taxes? Looking through the lens of Modern Monetary Theory Andrew looks at why still need taxes.

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June 16th, 2020
 

Charlie Teo Foundation: How hope keeps them going

The Charlie Teo Foundation takes a moment to celebrate 2 years of the Foundation (CTF) and the exciting projects they are funding to help in their fight against brain cancer. 

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June 16th, 2020
 

Business Daily: How batteries are powering ahead

Listen to this episode of Business Daily as they unpack Tesla's recent announcement of how batteries can transform cars, electricity and the fight against climate change.

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June 16th, 2020


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