As Kenny Rogers famously sang, “You got to know when to hold ‘em, know when to fold ‘em”. Rarely has that been more applicable than over the last 12 months.

Each year, the Hearts and Minds conference brings together some of the best investors from Australia and overseas for a day of investment insights and high conviction stock ideas. These stock ideas form the basis of the Conference Portfolio (35% of the overall portfolio) for Hearts and Minds Investments Limited (HM1), an ASX listed investment company.

 

View the full article on the Livewire website here.