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Value as at close of business on 13 December 2024

 

Equity Mates: Nick Griffin

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

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November 5th, 2020
 

Two good reasons to consider going short in Aussie equities

David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.

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November 2nd, 2020
 

Why investors need to recalibrate their thinking

Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.

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October 29th, 2020
 

ARK Invest: Bad Ideas Investors Should Avoid

Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.

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October 27th, 2020
 

US election a win-win for equities

Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.

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October 25th, 2020
 

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

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October 22nd, 2020
 

Paradice: You don't get many opportunities like this

David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.

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October 14th, 2020
 

The Memo: Howard Marks Podcast

Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.

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October 13th, 2020
 

Inside the Rope: Dr Craig Collie, Regal

Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.

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October 13th, 2020
 

Beneficiary Profile: Victor Chang

Cardiovascular disease is the number one cause of death globally and costs the Australian economy $12 billion each year. Every 12 minutes, one Australian dies from the disease. This is why the Victor Chang Cardiac Research Institute is dedicated to finding cures through their world class research.   

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October 12th, 2020
 

Commsec Executive Series: Jun Bei Liu

Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.

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September 30th, 2020
 

Podcast: In the Know by Magellan | Episode 2

In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.

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September 29th, 2020
 

LIC sector's great consolidation

LICs appeal to Australian investors wanting reliable fully franked dividends. But many traded at a discount to net tangible assets which has prompted widespread rationalisation.

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September 29th, 2020
 

Thank you from Prof Pat McGorry, Orygen

Professor Pat McGorry, Executive Director of Orygen has a message of thanks to Cooper Investors and HM1 shareholders for the support we provide them and their research into the mental health of young people.

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September 27th, 2020
 

The ASX company championing hearts and minds

Swinburne’s Centre for Human Psychopharmacology is honoured to have been selected by one of Hearts and Minds’ fund managers, Cooper Investors, as a recipient of funding.

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September 25th, 2020
 

'Silent wave' of brain damage could follow pandemic

Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus. 

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September 23rd, 2020
 

The unsung heroes of Qiao Ma’s portfolio

Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.

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September 22nd, 2020
 

Hamish Douglass: Global Opportunities amid COVID-19

Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.

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September 21st, 2020
 

Hamish Douglass: Strategies for smart investing

Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.

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September 20th, 2020
 

Commsec Executive Series: Paul Rayson (HM1)

CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.

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September 18th, 2020
 

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

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September 16th, 2020
 

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

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September 16th, 2020
 

The man in the Hearts & Minds investment engine room

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

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September 16th, 2020
 

The Business: Nick Griffin

Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.

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September 10th, 2020
 

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


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A curated list of HM1 investor updates, portfolio news and other interesting articles.
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