Jargon free insights from our Chief Investment Officer. In today's piece Rory answers a shareholder question and talks about investment opportunities generally, and the X-factor that HM1 has with our conference portfolio timeframe.

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory writes about “Macro vs Micro”; the impact both styles can have on markets, and how individual share prices can easily get distorted in the short term.

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory discusses inflation - the main causes for concern, the possible effects as well as deflation. 

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

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory shares more on the impact the HM1 fund has on our beneficiaries, putting a spotlight on MS Research Australia.

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

Investor insights from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters. In this week's update Rory does a deep dive into portfolio management.

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

Investor insights from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters. In this update, Rory talks about HM1's two "D's" - Donations and Dividends.

Investor insights 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.

Investor insights 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.

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

Welcome back to our weekly insights from our Chief Investment Officer. Today Rory discusses the alignment of our core fund managers, changes to the core portfolio and the reason we prefer to use our NTA rather than share price as a measure of performance.

Investor insights from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that mattered throughout 2020.

We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.

All of our 2019 weekly updates from our CIO, Rory Lucas.