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
Caledonia is global investment management firm that has been compounding capital for over 30 years. Managed by Co-Chief Investment Officers, Will Vicars & Michael Messara, Caledonia’s goal is to achieve high absolute returns over the long-term, through a concentrated long/short equity strategy with a focus on deep fundamental research & high conviction investing.
http://www.caledonia.com.au
Cooper Investors
Cooper Investors Pty Limited is a specialist equities fund manager. Cooper Investors commenced operations in 2001 and manages money for a range of clients, including large pension and superannuation funds, religious institutions, Australian State Government agencies, school endowments, charities, high net worth families and retail clients. Cooper Investors is 100% owned by its employees. Cooper Investors seeks to invest in quality companies with a strong value proposition.
http://www.cooperinvestors.com
Magellan Asset Management
Magellan Asset Management Limited is an Australian-based asset manager that is a wholly-owned subsidiary of Magellan Financial Group Ltd that was established in 2006. Magellan manages investments across its global equities, global listed infrastructure and Australian equities strategies for retail, high net worth and institutional investors.
http://www.magellangroup.com.au
Munro Partners
Munro Partners is a global investment management partnership specialising in growth equities. Founded in 2016 by an award-winning team with a proven track record of delivering strong returns, Munro Partners are a majority owned and controlled by employees. Their proprietary investment process, combined with a global network and deep industry expertise, positions their portfolios to capitalise on the key structural changes occurring in our world today. Fully aligned with investors' goals, the team invests in Munro Partners' products alongside clients. Their partnership is Australian-domiciled, with offices in Melbourne and Toronto, Canada.
https://www.munropartners.com.au/
Regal Funds Management
Regal Partners Limited is an ASX-listed, specialist alternatives investment manager with over $16.5 billion in funds under management. Formed on 3 June 2022 following the merger of Regal Funds Management Pty Limited and VGI Partners Limited, the group manages a broad range of investment strategies covering long/short equities, private markets, real & natural assets and credit & royalties on behalf of institutions, family offices, charitable groups and private investors. Housing eight dedicated alternative investment management businesses, the group employs approximately 185 staff, including more than 90 investment professionals, in offices across Australia and offshore. Combining deep industry experience, extensive networks and multi-award-winning performance track records, Regal Partners seeks to be a leading provider of alternative investment strategies in Australia and Asia.
http://www.regalfm.com
TDM Growth Partners
TDM Growth Partners Pty Limited is a global investment firm with offices in Sydney and New York. TDM invests in fast growing companies run by passionate management teams. Their unique and flexible mandate allows them to invest in public and private companies globally. They operate on long-term time horizons, fully aligned incentives, and a commitment to help scale businesses they are proud of. TDM has a highly focused approach to investing, with a portfolio of no more than 15 investments globally.
www.tdmgrowthpartners.com
Tribeca Investment Partners
Tribeca is an Asia Pacific based asset management and advisory firm with over two decades of experience in partnering with sophisticated clients to provide innovative solutions beyond the mainstream. Combining deep multi-asset class expertise across investment management, private wealth management and corporate advisory with key staff located across the Asia Pacific, Tribeca is able to identify and capture unique investment opportunities. Unhindered by a large bureaucracy, and owned by senior partners, Tribeca takes pride in its strong alignment with clients, speed to market and proven track record.
tribecaip.com
