Investment Returns
Since inception November 2018
Pre-Tax NTA
Value as at close of business on 9 October 2026
Donation Amount
Collectively with Sohn Hearts & Minds since 2016
Share price
price delay ~20min
Built on Expertise
Driven by Conviction
Invest in a concentrated, high-conviction global equities portfolio
The HM1 portfolio is constructed with 25–35 securities, carefully selected by leading fund managers. This structure provides diverse industry and regional exposure while maintaining conviction in every investment. The HM1 portfolio is actively managed by our Chief Investment Officer, overseen by its Investment Committee, to ensure alignment with the Company’s high-conviction strategy and long term objectives.
If you’d like to discuss the portfolio please book a conversation with HM1's CIO below.
Core Portfolio
Invests in securities based on recommendations from HM1 Core Fund Managers. Each manager contributes their three highest conviction investment ideas, which are reviewed quarterly to ensure continued alignment with HM1’s strategy.
Conference Portfolio
Consists of at least ten securities presented by selected fund managers at the annual Sohn Hearts & Minds Conference. This portion of the HM1 portfolio is refreshed each year, bringing new high-conviction ideas from some of the brightest minds in global investing.
A portfolio like no other
The combination of HM1's Core and Conference Portfolios creates a dynamic and diversified structure that delivers both high conviction investments and exposure to new opportunities.
Core Portfolio
at
Swire Pacific (0019.HK)
Sector: Industrials
Swire Pacific is a Hong Kong-based conglomerate with diversified operations across property, aviation, beverages, and trading businesses. The group owns and operates commercial real estate, aircraft services, and beverage distribution, with a focus on Greater China and Southeast Asia.
Conference Portfolio
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