Portfolio Commentary

Portfolio Commentary - January

The HM1 portfolio was up 0.21% for the month of January, outperforming the MSCI World Accumulation Index (AUD), which was down 2.14%. 

Since inception, HM1 has delivered an annualised pre-tax investment return of 10.68% p.a. As at 31 January, the current annualised dividend yield is 5.7%, fully franked. 

The 2025 Conference portfolio continues to build momentum. ACM Research (ACMR.NAS), virtually pitched by Beeneet Kothari of Tekne Capital Management, remains an early standout performer and is now up 75% since purchase.

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Brookdale Senior Living (BKD.NYSE), pitched by Vihari Ross of Antipodes Partners, has also delivered strong gains, rising 63% since November. You can hear more insights from Vihari Ross on AI, technology, and the value of human connection in an interview off stage following her presentation at Sohn Hearts & Minds.

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It was also pleasing to see Prusik Investment Management, our new addition to the Core Fund Manager line-up, outperform strongly in January. AIA (1299.HK), Swire Pacific (0019.HK) and CK Hutchison (0001.HK) were up between 10 and 25% during the month.

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The HM1 portfolio was up 0.21% for the month of January, outperforming the MSCI World Accumulation Index (AUD), which was down 2.14%. 

Since inception, HM1 has delivered an annualised pre-tax investment return of 10.68% p.a. As at 31 January, the current annualised dividend yield is 5.7%, fully franked. 

The 2025 Conference portfolio continues to build momentum. ACM Research (ACMR.NAS), virtually pitched by Beeneet Kothari of Tekne Capital Management, remains an early standout performer and is now up 75% since purchase.

‍

Brookdale Senior Living (BKD.NYSE), pitched by Vihari Ross of Antipodes Partners, has also delivered strong gains, rising 63% since November. You can hear more insights from Vihari Ross on AI, technology, and the value of human connection in an interview off stage following her presentation at Sohn Hearts & Minds.

‍

It was also pleasing to see Prusik Investment Management, our new addition to the Core Fund Manager line-up, outperform strongly in January. AIA (1299.HK), Swire Pacific (0019.HK) and CK Hutchison (0001.HK) were up between 10 and 25% during the month.

Disclaimer: This material has been prepared by , published on . HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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October 3, 2023

Understanding the 4 pillar framework underpinning a high conviction strategy

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.

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