The characteristics of a long term winner

Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.

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July 31st, 2020
 

HM1 Investor Update

Investor updates from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that matters.

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July 27th, 2020
 

Predicting the winners and losers of earnings season

Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.

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July 21st, 2020
 

Hearts and Minds but no ratings

HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.

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July 21st, 2020
 

Rules of Investing: Troy Angus, Paradice

In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.

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July 17th, 2020
 

A bridge to recovery or a financial cliff? Magellan holds the line on cash

Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.

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July 14th, 2020
 

2 technology stocks with structural tailwinds

Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds. 

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July 13th, 2020
 

Investing in culture and leadership

Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.

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July 7th, 2020
 

Beneficiary Profile: The Florey

Every year, 4.7 million Australians are diagnosed with one of the conditions that the Florey study. That's why they believe everyone has a stake in medical research. 

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July 7th, 2020