Fund Managers

10.97
%
 p.a.

Investment Returns

Since inception November 2018

$
3.60

Pre-Tax NTA

Value as at close of business on 6 June 2025

$
78
m+

Donation Amount

Collectively with Sohn Hearts & Minds since 2016

 

Share price

price delay ~20min

Meet the brightest minds

in global investing

The experts shaping our high-conviction portfolio

HM1 brings together two groups of fund managers — our Core Fund Managers and our Conference Fund Managers — who each provide their highest conviction ideas for the HM1 portfolio on a pro bono basis.

Core Portfolio

Targets 65%
of the portfolio
65%
Targeting 65% of the total portfolio

Our Core Fund Managers each contribute their three highest conviction investment ideas, which are reviewed formally on a quarterly basis. These securities form the foundation of HM1’s portfolio.

With a minimum three-year commitment to HM1, our Core Fund Managers ensure a consistent and disciplined approach to managing the portfolio. With many of these managers typically unavailable to retail investors, HM1 shareholders gain unique access to their expertise and best ideas.

Caledonia

High-conviction global long/short investor

Cooper Investors

High-conviction fundamental equities manager

Magellan Asset Management

Global and infrastructure specialist

Munro Partners

Thematic global growth equities investor

Regal Funds Management

Leading alternatives manager across Asia-Pacific

TDM Growth Partners

Long-term global growth investor (public & private)

Tribeca Investment Partners

Multi-asset and alternative investments manager

Targeting 35% of the total portfolio

35% of the HM1 portfolio is based on the recommendations of the fund managers who present at the annual Sohn Hearts & Minds Conference. These managers are chosen by the Conference Fund Manager Selection Committee and are refreshed annually based on the conference program. Their contributions ensure HM1 shareholders benefit from access to some of the brightest minds in global investing.

Fleur Wright

Northcape Capital

Ricky Sandler

Eminence Capital

Vihari Ross

Antipodes Partners

Samir Mehta

JO Hambro Capital Management

Alex Pollak

Loftus Peak

Jordan Katz

Advent Global Opportunities

Chris Kourtis

Ellerston Capital

Jeremy Bond

Terra Capital

Sumit Gautam

Scalar Gauge

Beeneet Kothari

Tekne Capital Management

Rikki Bannan

IFM Investors