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Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
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Invest in the Journey Podcast
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.Read Transcript
More Insights
HM1 Leadership Restructure
The Board has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model.
Coeur Mining – a high-conviction precious metals re-rating story
Coeur Mining provides access to precious metals production in politically stable jurisdictions, with potential for operational and valuation upside.
Rokt: from Australian unicorn to global e-commerce leader
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.
IPO hopeful Rokt’s valuation surges to $7.2b
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.
Reporting Season Insights
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.
Introducing the Hearts & Minds Ampersand
As we enter our next chapter, we wanted a brand that honours where we’ve come from and reflects where we’re going.
HM1 expands offshore with Prusik Investment Management
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.
The standout Conference stock picks of 2024
Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
Statement on Bondi Terror Attack
Hearts & Minds has longstanding and deep connections with the Jewish community via local and international donors, speakers, volunteers and the Sohn Conference Foundation.
New Portfolio Positions: SAP and adidas
Magellan Investment Partners, recently recommended two new positions to the portfolio, both listed in Germany: SAP (SAP.ETR) and adidas (ADS.ETR).
SLB’s Growth Outlook
This month we spoke with Conference Fund Manager Robert Mullin of Marathon Resource Advisors, who pitched SLB (SLB.NYSE) at the 2025 Sohn Hearts & Minds Conference.
10 Years of Hearts & Minds
To celebrate 10 years of Hearts & Minds, we brought together some of the remarkable people who have shaped our journey.
Reporting Season Insights: HM1 Core Portfolio Holdings
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
More Podcasts
Professor Jane Butler: Sparking Hope for Spinal Cord Injuries
In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.
Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler
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.
Navigating the Resource Sector with Jeremy Bond of Terra Capital
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.
Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care
Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.
Where Regal's Phil King is searching for opportunities
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.
Preventing recurrent miscarriages and birth defects
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.
Nick Griffin on how he finds global winners
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.
How A/Prof Matt Call is teaching our body to kill cancer
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.
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.
