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Explore articles and perspectives from the brightest minds in investment and medical research.
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.
Buy Hold Sell: 2 standout ASX names for FY26
James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.
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. As a result, Brett Jollie will step down as CEO and Richard Howes will be appointed to a new part-time role of Managing Director.
‘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.
On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners (HM1 Core Fund Manager).
Meta and Microsoft surprise, Aussie rate cuts “locked in” & Pimp my Portfolio
Discover the key takeaways on US earnings season—Big Tech, AI and more. Plus, fresh market insights on inflation, potential rate cuts and the latest edition of Pimp my Portfolio.
Three investment sectors offering growth, innovation and opportunity
Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities.
$1.4 million boost for SA medical research
South Australian medical research will receive a $1.4 million cash injection, as a direct result of a major investment and philanthropy conference held in Adelaide.
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.
The investing megatrends you can’t ignore (and some you should rethink)
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
2025: Where to Find Market Opportunities
There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
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.
Magellan's Elisa Di Marco - 3 Trends That Will Define The Next Decade
Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).
Nine top stock picks to prepare your portfolio for 2025
Health care, ride-sharing, and the emerging world of YouTube entertainers are among the industries leading investors have picked for growth in 2025.
Qiao Ma: finding killer companies, surviving the GFC & why founders win
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
Resources fundies reveal top picks ahead of ‘stellar’ 2025
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.
10 top fund managers reveal their long-term stock picks
With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.
