Portfolio Commentary

Portfolio Commentary - October

The HM1 portfolio was up by 2.77% for the month of October, marginally underperforming the MSCI World Accumulation Index (AUD), which gained 3.29%. Since inception, HM1 has delivered an annualised pre-tax investment return of 12.30% p.a. As at 31 October, the current annualised dividend yield is 5.44%, fully franked.

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Looking ahead, we are excited to attend the 10th Sohn Hearts & Minds Conference. Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year. The top performers include Coeur Mining (CDE.NYSE), Tencent Music (TME.NYSE), and Airbus (AIR.EPA), each demonstrating how a strong investment thesis and disciplined execution can generate meaningful outcomes. Learn more from the fund managers behind these ideas as we revisit their original theses and the catalysts that played out here. A recent article by the Australian Financial Review highlights how these selections delivered standout returns and exemplify why the event continues to be a stock picker’s delight. You can read more here.

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We recently announced the ten managers selected to present their highest conviction investment idea at this year’s conference on Friday, 14 November. Their expertise spans a varietyof sectors and geographies, and you can learn more about them here. Their stock selections will be added to the HM1 portfolio and held for the year ahead. We look forward to sharing the insights and opportunities these new additions bring.

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The HM1 portfolio was up by 2.77% for the month of October, marginally underperforming the MSCI World Accumulation Index (AUD), which gained 3.29%. Since inception, HM1 has delivered an annualised pre-tax investment return of 12.30% p.a. As at 31 October, the current annualised dividend yield is 5.44%, fully franked.

‍

Looking ahead, we are excited to attend the 10th Sohn Hearts & Minds Conference. Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year. The top performers include Coeur Mining (CDE.NYSE), Tencent Music (TME.NYSE), and Airbus (AIR.EPA), each demonstrating how a strong investment thesis and disciplined execution can generate meaningful outcomes. Learn more from the fund managers behind these ideas as we revisit their original theses and the catalysts that played out here. A recent article by the Australian Financial Review highlights how these selections delivered standout returns and exemplify why the event continues to be a stock picker’s delight. You can read more here.

‍

We recently announced the ten managers selected to present their highest conviction investment idea at this year’s conference on Friday, 14 November. Their expertise spans a varietyof sectors and geographies, and you can learn more about them here. Their stock selections will be added to the HM1 portfolio and held for the year ahead. We look forward to sharing the insights and opportunities these new additions bring.

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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