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WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.
WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.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.
HM1 Portfolio Update: Cameco & Royalty Pharma
Learn more about two new positions in the HM1 Core Portfolio.
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).
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.
Significant increase in profit and increased fully franked dividend
We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.
More Podcasts
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.
