A portfolio powered by
expertise and purpose
Global ideas. Australian purpose.
HM1 is a listed investment company that constructs a high-conviction global equities portfolio by partnering with a select group of fund managers who contribute their best ideas on a pro bono basis. In place of traditional management fees, HM1 donates 1.5% of net assets each year to support Australian medical research - aligning strong investment focus with long-term impact.
Core Portfolio
Targets 65%
of the portfolio
Built on insight
Driven by conviction
Invest in a concentrated, high-conviction global equities portfolio.
Constructed from 25–35 carefully chosen securities by selected fund managers, HM1's portfolio offers diverse industry and regional exposure while maintaining strong conviction.
Our Chief Investment Officer, overseen by our Investment Committee, actively manages HM1’s portfolio to align with its high-conviction strategy.
Featured Insights
Less than 5% of stocks are “genuine winners” – here’s how to find them
Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.
HM1 Leadership Restructure
The Board has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model. As a result, Brett Jollie will step down as CEO and Richard Howes will be appointed to a new part-time role of Managing Director.
Unlocking the boldest ideas
A unique for-purpose investment organisation
Connecting the brightest minds to deliver maximum value with our community.
INVESTMENTS mission
HM1 constructs a high-conviction global equities portfolio powered by the boldest investment ideas from selected fund managers, which aims to deliver long-term value to shareholders.
conference mission
Sohn Hearts & Minds curates an exceptional experience that brings bold ideas to life, connecting the brightest minds globally and delivering unparalleled value to attendees, speakers, and partners.
PHILANTHROPic mission
Hearts & Minds unlocks and accelerates the boldest medical research ideas by funding the brightest minds to drive meaningful discoveries.
