HM1 Weekly Investor Update: 29 March

Investor updates 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
 

HM1 Weekly Investor Update: 22 March

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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March 22nd, 2021
 

HM1 Weekly Investor Update: 1 March

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 talks about HM1's two "D's" - Donations and Dividends.

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March 1st, 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
 

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
 

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
 

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.

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January 18th, 2021
 

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.

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December 21st, 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.

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December 14th, 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.

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December 7th, 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.

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November 30th, 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.

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November 17th, 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.

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November 2nd, 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.

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October 26th, 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.

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October 19th, 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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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