Equity Mates: Hamish Douglass, Magellan

Core Fund Manager, Hamish Douglass of Magellan speaks with the Equity Mates team about a variety of topics including his investment journey, how he thinks of the big tech companies going into 2021 and the best company he's ever seen. 

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February 25th, 2021
 

TDM Growth Partners: Client Memo

TDM Growth Partners recently shared a client memo, outlining their thinking about the current market environment and their thinking about “What do we have to believe from here?’.

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February 24th, 2021
 

Results to 31 Dec 2020 & Dividend Announced

HM1 is pleased to announce its results for the half year to 31 December 2020. HM1 achieved a 142% increase in Total Comprehensive Income net of tax to $91.3 million for the half year. The result is reflective of the strong investment portfolio performance over the period.

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February 24th, 2021
 

Podcast: Chris Cuffe, Inside the Rope

Get to know our Chairman. In this episode, Chris Cuffe shares his background in funds management, his current portfolio of roles and some of the key lessons he's learnt.

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February 23rd, 2021
 

Podcast: Paul Rayson, Mental Wellth

This episode of Mental Wellth looks at how mental health is funded and Paul Rayson discusses how vehicles like Hearts and Minds are an emerging funding solution. 

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February 23rd, 2021
 

The INside Network: David Moberley

David Moberley discusses the Paradice Long Short Australian Equities Fund, including the 130/30 investment style, portfolio positioning and the current market opportunities and risks.

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February 23rd, 2021
 

Talk Ya Book: Jun Bei Liu

Conference Manager, Jun Bei Liu talks to Chris Judd about her 2020 investment recommendation, Treasury Wine Estate and how she sees it three months on.

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February 22nd, 2021
 

HM1 Weekly Investor Update - 22 February

Investor updates from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters. In this update, Rory takes a look at knowing when to sell.

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February 22nd, 2021
 

Nick Griffin: Finding the next generation winnners

Conference Fund Manager, Nick Griffin Co-Founder of Munro Partners talks with Livewire about uncovering the next generation of internet winners.

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February 16th, 2021
 

HM1 Weekly Investor Update - 15 February

Investor updates from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters. HM1 makes AFR's Top 50 Corporate Philanthropists in Australia.

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February 15th, 2021
 

Equity Mates: Emma Fisher

Two-time Conference Fund Manager, Emma Fisher from Airlie Funds Management, recently chatted to Equity Mates and answered a range of investing questions, including her current views on the markets and personal investment strategy.

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February 11th, 2021
 

ABC The Business: Hamish Douglass

Core Fund Manager, Hamish Douglass talks with Alicia Barry on ABC's The Business about his investment strategy in a COVID world.

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February 4th, 2021
 

HM1 Weekly Investor Update: 1 February

Investor updates from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.

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February 1st, 2021
 

David Paradice ‘comfortable’ missing out on GameStop share surge

His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.

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February 1st, 2021