December 3rd, 2021
Sohn Hearts and Minds: AFR Professor Langer Coverage
Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn Hearts and Minds: AFR Charlie Munger Coverage
Charlie Munger, Vice Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.
Read MoreDecember 3rd, 2021
December 2nd, 2021
Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway
Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Here comes the Sohn: big names battle over conference music
For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Why The Sohn Hearts And Minds Conference Is So Important To TDM
TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager.
Read MoreDecember 2nd, 2021
November 2nd, 2021
Inside the Rope Podcast: Michael Traill
HM1 Director, Michael Traill recently joined David Clark on the Inside the Rope Podcast. They discussed Michael's career and path into investing for purpose.
Read MoreNovember 2nd, 2021
October 27th, 2021
How rigorous research built a $US141bn company, Moderna
Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.
Read MoreOctober 27th, 2021
October 27th, 2021
Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder
Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.
Read MoreOctober 27th, 2021
October 27th, 2021
Moderna’s miracle and why mRNA is the new powerhouse of medicine
The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.
Read MoreOctober 27th, 2021
June 8th, 2021
Perfect economic conditions for healthcare to thrive
Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.
Read MoreJune 8th, 2021
May 25th, 2021
Former Fed governor Kevin Warsh says government officials should be wary of market calm
Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.
Read MoreMay 25th, 2021
May 17th, 2021
Rising costs are not yet a problem for equities
In this AFR article, Jun Bei Liu explains how large fiscal and monetary stimulus measures have contributed to surges in commodity prices and increased input price measures. She discusses the factor at play, and what this means for equity markets.
Read MoreMay 17th, 2021
April 30th, 2021
Talk Ya Book: Marcus Guzzardi
Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.
Read MoreApril 30th, 2021
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”.
Read MoreFebruary 1st, 2021
November 8th, 2020
Personality the key in picking winning stocks: Qiao Ma
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Read MoreNovember 8th, 2020
November 7th, 2020
The star stock pickers with a social purpose
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Read MoreNovember 7th, 2020
November 5th, 2020
Equity Mates: Nick Griffin
Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.
Read MoreNovember 5th, 2020
October 22nd, 2020
Equity Mates: Rory Lucas
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
Read MoreOctober 22nd, 2020
September 29th, 2020
LIC sector's great consolidation
LICs appeal to Australian investors wanting reliable fully franked dividends. But many traded at a discount to net tangible assets which has prompted widespread rationalisation.
Read MoreSeptember 29th, 2020
September 23rd, 2020
'Silent wave' of brain damage could follow pandemic
Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus.
Read MoreSeptember 23rd, 2020
September 16th, 2020
Ark Invest’s Cathie Wood vindicated by revved-up Tesla
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.
Read MoreSeptember 16th, 2020
September 16th, 2020
Ackman to headline as Sohn goes virtual
Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.
Read MoreSeptember 16th, 2020
September 16th, 2020
The man in the Hearts & Minds investment engine room
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Read MoreSeptember 16th, 2020
September 1st, 2020
ABC: Cash for Causes
An increasing number of LICs are being created to spit out cash for causes. HM1 is such a LIC that top fund managers donate their time too. This year it paid out $9.3m to medical research. HM1's Chairman Chris Cuffe, speaks to Elysse Morgan on ABC's The Business.
Read MoreSeptember 1st, 2020
September 1st, 2020
Hearts and Minds keep shining the light on medical research
CEO Paul Rayson says HM1's results are outstanding given the bumpy period. COVID-19 has shone a light on medical research and he's proud to contribute to the field and help support people during these tough times.
Read MoreSeptember 1st, 2020
September 1st, 2020
Hearts and Minds donates almost $10m to charity
Listed investment company Hearts and Minds Investments (ASX: HM1) will donate $5.1 million to 10 medical research this week, in addition to the $4.1 million it already donated in March. [Financial Standard]
Read MoreSeptember 1st, 2020
July 21st, 2020
Hearts and Minds but no ratings
HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.
Read MoreJuly 21st, 2020
April 2nd, 2020
Coronavirus: Anxiety, Stress & Wellbeing
Black Dog Institute, one of our beneficiaries, has put together helpful, evidenced-based resources to help you, your workplaces, schools and parents during this time.
Read MoreApril 2nd, 2020
April 1st, 2020
No quick rebound from the coronavirus crisis economic downturn, says Hamish Douglass
Magellan chief Hamish Douglass has warned that there will be no quick rebound from the economic downturn caused by the COVID-19 crisis.
Read MoreApril 1st, 2020
March 31st, 2020
Scaling Up: A podcast that inspires entrepreneurs
"Scaling Up" is a new podcast series hosted by TDM Growth Partners, one of our Core Fund Managers. It's definitely worth a listen!
Read MoreMarch 31st, 2020