Value as at close of business on 22 March 2024
Price delay - 20mins
We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.
MS Research Australia has a message of thanks to the Hearts and Minds Community for the support we provide them and their research to Stop and Reverse MS within the next 10 years.
In this podcast, Jun Bei Liu discusses the re-opening trade and how to get exposure to it and how the ‘barbell’ approach helps to maximise returns while managing risk.
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.
David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.