PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

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
 

How to mitigate the impacts of the banking crisis on your personal portfolio

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.

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March 20th, 2023
 

How worried should Australians be about the US banking crisis?

Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis. 

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March 18th, 2023
 

Jun Bei Liu is not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

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March 12th, 2023
 

How Jun Bei Liu became the $1.2 billion portfolio manager she is today

Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.

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March 8th, 2023
 

The World's Fastest Growing Sports League

Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.

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March 8th, 2023
 

Case Study Highlight: The Baker Heart & Diabetes Institute

Working closely with Indigenous communities, The Baker Heart and Diabetes Institute is working to help tackle heart disease and diabetes in remote communities of Central Australia.

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March 7th, 2023


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