Investment Returns
Since inception November 2018
Pre-Tax NTA
Value as at close of business on 13 June 2025
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 our 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 our CIO below.
Core Portfolio
Invests in securities based on recommendations from our 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 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 our Core and Conference Portfolios creates a dynamic and diversified structure that delivers both high-conviction investments and exposure to new opportunities.
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