There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.Read Transcript
In the latest episode of ‘Magellan – In The Know,’ Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar, and Investment Director Elisa Di Marco come together to explore what lies ahead.
From Trump’s economic policies to interest rates, from inflation to the future of alternative energy, and the impact of AI on both Silicon Valley and the US utilities sector. They offer expert, insights to help investors tackle 2025 with confidence.
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners (HM1 Core Fund Manager).
Discover the key takeaways on US earnings season—Big Tech, AI and more. Plus, fresh market insights on inflation, potential rate cuts and the latest edition of Pimp my Portfolio.
Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities.
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.
James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.
Discover the next chapter for GYG—what’s changed, what hasn’t, and what Steven’s learned along the way. It’s a candid look at what it takes to lead through hypergrowth without losing the heart of the brand.
In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.
With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.
Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.
The United States has spoken. President Trump has returned to the White House. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?
Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.
Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.
Hall of Fame alumni Chris Kourtis of Ellerston Capital joins Livewire to analyse high conviction stock picks.
Tune in to hear from Michael Traill AM, Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation, and HM1 Board Director.
The Australian Financial Review spoke to James Tsinidis, co-portfolio manager of Munro Partners Climate Change Leaders Fund.
Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.
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Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.
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Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?
The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.
Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.
Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.
Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.
Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.
Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence. You can listen below.
In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.
CIO Charlie Lanchester sits down with Tom Naughton, CIO of Prusik Investment Mgmt. Tom shares his investment philosophy, the opportunities and challenges in Asian markets, and how his 2023 conference stock pick, Swire Pacific (0019.HK), delivered an impressive 30% return.
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated over $70 million to medical research.
In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.
Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.
Join us for an engaging episode featuring Rikki Bannan, Portfolio Manager of IFM Investors and HM1 Conference Fund Manager. This episode explores Rikki's career journey, investment strategies, and her 2023 conference stock pick, Telix Pharmaceuticals (ASX.TLX).
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors (Core Fund Manager). A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds.
In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.
In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children.
In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.
In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.
HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now. Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning.
In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects.
In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro.
In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells.
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
HM1 acknowledges the Traditional Owners of Country throughout Australia and acknowledges their continuing connection to land, waters and community. We pay our respects to the people, the cultures and the Elders past and present.
