Our Chief Investment Officer, Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds, including the upcoming Virtual Sohn Hearts & Minds Investment Leaders Conference. Take a listen below.
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.



Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.Read Transcript
Our Chief Investment Officer, Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds, including the upcoming Virtual Sohn Hearts & Minds Investment Leaders Conference. Take a listen below.
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.

Coeur Mining provides access to precious metals production in politically stable jurisdictions, with potential for operational and valuation upside.
Learn more about two new positions in the HM1 Core Portfolio.

Founded in 2012 by Bruce Buchanan, the former Jetstar chief who scaled the airline from the ground up, Rokt was created to solve a key gap in the e-commerce market.
Hearts and Minds Investments told investors that it would increase the value of its initial $20 million stake in Rokt to more than $38 million.
Second quarter results were strong across the board driven by the technology and finance sectors. Despite concerns over US tariff implementation, economic growth remains positive and stock markets were propelled to new highs.
As we enter our next chapter, we wanted a brand that honours where we’ve come from and reflects where we’re going.
We’re thrilled to welcome Prusik Investment Management as our newest Core Fund Manager. With Tom Naughton at the helm, Prusik brings decades of experience investing in Asia’s dynamic markets.

Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.
In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.
Hearts and Minds Investments Limited advises that Paul Rayson intends to retire from the position of Chief Executive Officer, effective 19 February 2025.

Hearts & Minds Investments chair Chris Cuffe is hoping for HM1 to grow to more than $1.5bn in the next five years.
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.
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.