CIO Insights - 30 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

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August 30th, 2021
 

CIO Insights - 23 Aug

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

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August 23rd, 2021
 

CIO Insights - 16 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

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August 16th, 2021
 

CIO Insights - 26 July

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

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July 26th, 2021
 

CIO Insights - 19 July

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

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July 19th, 2021
 

CIO Insights - 28 June

Jargon free insights from our Chief Investment Officer. In today's piece Rory looks at how COVID-19 will have a lasting impact on the way we live and how our portfolio companies are set to benefit.

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June 28th, 2021
 

CIO Insights - 21 June

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.

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June 21st, 2021
 

CIO Insights - 31 May

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.

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May 31st, 2021
 

CIO Insights - 24 May

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. 

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May 24th, 2021
 

CIO Insights - 17 May

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

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May 17th, 2021
 

CIO Insights - 26 April

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.

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April 26th, 2021
 

CIO Insights - 19 April

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

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April 19th, 2021
 

CIO Insights - 29 March

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.

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March 29th, 2021
 

CIO Insights - 22 March

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

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March 22nd, 2021
 

CIO Insights - 1 March

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.

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March 1st, 2021
 

CIO Insights - 22 February

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.

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February 22nd, 2021
 

CIO Insights - 15 February

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.

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February 15th, 2021
 

CIO Insights - 1 February

Investor insights 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
 

CIO Insights - 18 January

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.

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January 18th, 2021
 

2020 CIO Insights

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

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September 28th, 2020
 

What does NTA mean, and what's the difference between the 3 numbers?

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

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May 18th, 2020
 

2019 updates from the CIO

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

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November 18th, 2019