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Value as at close of business on 17 January 2024

Impact Video Series: Orygen

We interviewed leading individuals from our beneficiaries to discuss the importance of medical research, their recent breakthroughs and the vital need for private funding. 

In this video we talk to Professor Patrick McGorry AO, Executive Director at Orygen. Orygen has been nominated by Core Fund Manager, Cooper Investors.

     

    Recent Posts

    Read the latest insights
    A curated list of HM1 investor updates, portfolio news and other interesting articles.
    Read More
    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.
    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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    Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
    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. 
     

    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.

    Read More
    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.

    Read More
    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.

    Read More
    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. 

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    December 5th, 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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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’.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    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.

    Read More
    November 5th, 2024
     

    The fundie betting big on China – with help from AI

    Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.

    Read More
    November 5th, 2024
     

    Why this fundie wants you to ‘wince’ at his stock picks

    When fund managers come to pitch their favourite stock at the annual Sohn Hearts & Minds conference, there are two ways they can go: they can play it safe, or they can take a risk and shock the room.

     

    Read More
    October 29th, 2024
     

    IFM Investors’ Rikki Bannan backs small cap investments to rebound after mixed performance

    IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks.

    Read More
    October 27th, 2024
     

    Meet the 2024 Conference Managers

    Following a global search, the Conference Fund Manager Selection Committee is pleased to share eleven new managers for 2024. 

    Read More
    October 22nd, 2024
     

    Chris Kourtis is on a winning streak. Here’s his next ASX pick

    Chris Kourtis of Ellerston Capital thinks he’s found another winner and thinks it’s the last chance to have a bite at the cherry before the strategy plays out.

    Read More
    October 21st, 2024
     

    Why Ellerston Capital’s Chris Kourtis plans to back a ‘hated’ stock

    Chris Kourtis of Ellerston Capital plans to tip one of the “most hated” stocks in Australia when he presents at the 2024 Sohn Hearts & Minds Conference.

    Read More
    October 21st, 2024
     

    Alex Pollak champions rewards of disruptive investment

    Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.

    Read More
    October 14th, 2024