January 18th, 2021
HM1 Weekly Investor Update: 18 January
Welcome back to our weekly investor updates. In this update 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.
Read MoreJanuary 18th, 2021
December 21st, 2020
HM1 Weekly Investor Update: 21 December
Investor updates from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.
Read MoreDecember 21st, 2020
December 14th, 2020
HM1 Weekly Investor Update: 14 December
Investor updates from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.
Read MoreDecember 14th, 2020
December 7th, 2020
HM1 Weekly Investor Update: 7 December
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 discusses the impact of tariffs on Treasury Wines and shares two great podcasts you should listen to this week.
Read MoreDecember 7th, 2020
November 30th, 2020
HM1 Weekly Investor Update: 30 November
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 discusses how COVID has accelerated and changed many of our daily habits.
Read MoreNovember 30th, 2020
November 17th, 2020
HM1 Weekly Investor Update: 17 November
Investor updates from Hearts and Minds Investments Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.
Read MoreNovember 17th, 2020
November 2nd, 2020
HM1 Weekly Investor Update: 2 November
Investor updates from Hearts and Minds Investments Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.
Read MoreNovember 2nd, 2020
October 26th, 2020
HM1 Weekly Investor Update: 26 October
Investor updates from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that matters.
Read MoreOctober 26th, 2020
October 19th, 2020
HM1 Weekly Investor Update: 19 October
Investor updates from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that matters.
Read MoreOctober 19th, 2020
September 28th, 2020
HM1 Investor Update
Investor updates from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that matters.
Read MoreSeptember 28th, 2020
May 18th, 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.
Read MoreMay 18th, 2020
November 18th, 2019
2019 updates from the CIO
All of our 2019 weekly updates from our CIO, Rory Lucas.
Read MoreNovember 18th, 2019