MENU
 

PRE TAX NTA |$3.19

Value as at close of business on 11 April 2025

Core Fund Managers

Our core fund managers represent 65% of the portfolio. Hearts and Minds have selected seven leading fund managers; Caledonia Investments, Cooper Investors, Magellan, Munro Partners, Regal Funds Management, TDM Growth Partners and Tribeca Investment Partners.

Each core fund manager has agreed to provide HM1 their three highest conviction ideas, which are reviewed each quarter. 

Many of these core fund managers are not easily accessible to retail investors, providing HM1 shareholders with an opportunity to benefit from these managers’ best investment ideas.

To learn more about each of our core fund managers click their logos below.

caledonia
cooperinvestors
magellan
munro
Regal-funds
tdm-growth-partners
Tribeca-Investment-Partners