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Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel
Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.
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.
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.
First Eagle’s Matthew McLennan on the monetary force that could be ‘rocket fuel’ for the Australian dollar
Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.
Marathon CIO Robert Mullin reveals why gold stocks are still undervalued
The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.
Hedge fund guru Michael Hintze can't out-trade machines but he can still 'out-invest' them
Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.
Billionaire hedge fund manager enacts ‘little short’ on the market
Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.
Stillpoint founder Eric Wong reveals major China tech investment strategy
Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.
Block by Block: Building the Future of Money with Owen Jennings
TDM Growth Partners had the pleasure of speaking with Owen Jennings, the product leader of one of the world’s most influential tech companies - Block Inc (NYSE:XYZ).
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.
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.
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.
The Power of Focus: Running a 20-Stock Global Portfolio
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and Portfolio Manager at Magellan.
HM1 Portfolio Update: Cameco & Royalty Pharma
Learn more about two new positions in the HM1 Core Portfolio.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
Nick Griffin on finding stocks that can double earnings in 5 years
In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.
Still Obsessed - Steven Marks, Co-Founder and Co-CEO Guzman y Gomez
Discover the next chapter for GYG—what’s changed, what hasn’t, and what Steven’s learned along the way. It’s a candid look at what it takes to lead through hypergrowth without losing the heart of the brand.
Disruption, Valuation and AI with Alex Pollak of Loftus Peak
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.
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.
Less than 5% of stocks are “genuine winners” – here’s how to find them
Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.
HM1 Leadership Restructure
The Board has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model.
‘The Mooch’ says Trump will have to cut China tariffs below 10pc
Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November.
Bitcoin ‘on track’ for $US200,000: Anthony Scaramucci
Bitcoin could hit as much as $US200,000 ($311,000) by the end of this year, fuelled by surging inflows into exchange-traded funds and Donald Trump’s erratic policymaking.
My biggest mistake: Anthony Scaramucci on what makes Donald Trump tick
On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.
Why ‘The Mooch’ thinks Trump is more dangerous this time around
Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.
