PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

How this quality global manager is still finding opportunity in today’s market

Despite the volatility of markets, Bob Desmond, Head of Claremont Global and Conference Fund Manager is still finding opportunities and quality companies trading at attractive prices.

Read More
June 28th, 2023
 

Questions investors are asking about AI?

Adrian Lu of Magellan (Core Fund Manager) discusses the emerging developments of Artificial Intelligence and addresses some of the key questions interested investors have.

Read More
June 23rd, 2023
 

Investors can’t agree how to value the world’s hottest stock

Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy. 

Read More
June 18th, 2023
 

Should you buy, hold or sell A2 Milk shares?

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Money to discuss her insights on whether to buy, hold or sell A2 Milk shares.

Read More
June 14th, 2023
 

Where Auscap sees value in the unloved sectors of the ASX

Chief Investment Officer of Auscap, Tim Carleton dives deep into the current market, shedding light on some of Auscap's favoured stocks including his 2022 Conference stock pick, Carsales.

Read More
June 8th, 2023
 

Stock pickers bet the field in slowing domestic market

Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.

Read More
June 8th, 2023
 

Comparing US and European valuations

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to share his insights on global markets, having recently returned from the US and Europe.

Read More
June 7th, 2023
 

AI Technology Opening New Investment Opportunities

Kieran Moore, Partner and Portfolio Manager of Munro Partners (Core Fund Manager) joined the ASX Ideas Exchange podcast to unpack Artificial Intelligence and its potential for new and exciting investment opportunities. 

Read More
June 1st, 2023
 

GSFM Conversations: Munro Partners discuss growth equities

Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited. 

Read More
May 29th, 2023
 

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.

Read More
May 26th, 2023
 

Regal Funds Management - May Webinar

Watch the latest Investor Update from Regal Funds Management (Core Fund Manager) to hear Chief Investment Officer Philip King share his investment outlook for the Asia-Pacific region.

Read More
May 26th, 2023
 

Auscap Asset Management - May Webinar

For the latest insights from Auscap Asset Management, watch their recent webinar featuring Tim Carleton, Founder of Auscap Asset Management and HM1 Conference Fund Manager. 

Read More
May 23rd, 2023
 

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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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).

Read More
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. 

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
April 10th, 2023


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...