Update from the CIO

Earnings season in the US, as usual, caused large moves in company share prices, both up and down. Indeed, with the domestic reporting season also underway, we can expect more surprises.

Read More
August 13th, 2019

Update from the CIO

Weaker global markets (S&P down 3.1%; Nasdaq down 3.9%), and Trump tweets and tariffs all weighed heavily on investors minds this week...

Read More
August 6th, 2019

Update from the CIO

Welcome to the first edition of our CIO blog. A regular update of what's happening in the portfolio.

Read More
July 29th, 2019

Livewire: Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

Read More
July 22nd, 2019

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

Read More
July 18th, 2019

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

Read More
July 15th, 2019

Manager in focus: Munro Partners

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

Read More
July 4th, 2019

Hearts and Minds Investments lifts value

Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.

Read More
June 28th, 2019

Morgans Executive Series: Rory Lucas

Morgans Adviser Chris Titley recently spoke to Rory Lucas about what makes HM1 unique - take a listen.

Read More
June 14th, 2019

Manager in focus: Wilson Asset Management

Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.

Read More
June 7th, 2019

Winning Hearts and Minds

Mark Nelson of Caledonia discusses his connection with the Florey Institute, one of our beneficiaries, and why he's involved with Hearts and Minds.

Read More
May 29th, 2019

Regal monthly numbers out as LIT heats up

It's a timely month for Core Fund Manager, Regal Funds Management to knock it out of the park. Learn more about Regal's plans to list its first fund; Regal Investment Fund (RF1). 

Read More
May 16th, 2019

Research: Smart Ageing

Research at The Centre for Human Psychopharmacology at Swinburne University is helping to ensure we retain our memory and brain function as we get older.

Read More
May 6th, 2019

Manager in focus: Regal Funds Management

This month's manager in focus is Core Fund Manager, Philip King from Regal Funds Management. We asked him a few questions to get to know him better.

Read More
May 3rd, 2019

Manager in focus: Auscap Asset Management

Tim Carleton from Auscap is backing Australia's leading consumer electronics company, JB Hi-Fi. Read why JBH is his highest conviction idea.

Read More
April 4th, 2019

Manager in focus: Tribeca Investment Partners

Jun Bei Liu of Tribeca is backing the largest provider of private education services in China, New Oriental Education & Technology - read her investment case.

Read More
March 7th, 2019

Montaka's best idea and why

Christopher Demasi takes us to Europe to uncover a market leading aerospace company. Read his investment case.

Read More
February 5th, 2019

Airlie Fund Management's best idea and why

Read Emma Goodsell's investment case for the Australian plumbing business, Reece, and understand why it's her best idea.

Read More
December 5th, 2018

Hearts and Minds LIC starts trading on ASX after strong support

Media Release: HM1 starts trading on the ASX after closing its $500 million IPO early and bringing forward the company's listing date.

Read More
November 14th, 2018

Hearts and Minds: Aiming to make a positive impact

Millennials are leading a global investment revolution, driving a change in how the super-rich invest their money. Ethical and sustainable investing is booming and poised to accelerate. 

Read More
November 13th, 2018