How these investors find quality (and 12 stock examples)

Head of Claremont Global and Conference Fund Manager, Bob Desmond, joins Elisa Di Marco, Portfolio Manager at Magellan (Core Fund Manager) for a deep dive into quality investing (and its various forms).

Read More
April 24th, 2023

Big tech's big opportunities

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.

Read More
April 12th, 2023

TDM Growth Partners feature two high conviction stocks: Rokt and Guzman y Gomez

TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.

Read More
April 11th, 2023

Introducing our new Chief Investment Officer, Charlie Lanchester

We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.

Read More
April 10th, 2023

The ASX sector Phil King believes is best placed for the next 5 to 10 years

Phil King, Chief Investment Officer of Regal Funds, believes certain areas of the ASX are priced at their most attractive levels in years, identifying the resources sector as a great investment. 

Read More
April 4th, 2023

The Inside Network's Growth Symposium

Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.

Read More
April 1st, 2023

In the war over AI’s future, the big guns may have already won

Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.

Read More
March 29th, 2023

Insights into Scale Economies Shared

TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.

Read More
March 28th, 2023

The imaginary nepotism that drives Carsales global growth

The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic. 

Read More
March 27th, 2023

The six characteristics of great growth companies

Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.

Read More
March 23rd, 2023

How to mitigate the impacts of the banking crisis on your personal portfolio

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.

Read More
March 20th, 2023

How worried should Australians be about the US banking crisis?

Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis. 

Read More
March 18th, 2023

Jun Bei Liu is not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

Read More
March 12th, 2023

How Jun Bei Liu became the $1.2 billion portfolio manager she is today

Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.

Read More
March 8th, 2023

The World's Fastest Growing Sports League

Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.

Read More
March 8th, 2023

Invest in the Journey: Stock Story of Liberty Media

Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.

Read More
February 28th, 2023

UnPACing Alpha with Bob Desmond

Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.

Read More
February 24th, 2023

Why Tim Carleton is backing Carsales

Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick, and why he believes it has the potential to dominate the tech industry in 2023.

Read More
January 27th, 2023

Claremont Global: Investment Case for Nike

Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike. 

Read More
January 18th, 2023

TDM: Investment Case for Block

Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.

Read More
January 11th, 2023

Why Transurban will always be one step ahead of inflation

Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference. 

Read More
January 5th, 2023

Invest in the Journey: Munro Partners

On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.

Read More
December 30th, 2022

2Fold: Investing for Impact - Michael Traill AM

HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together. 

Read More
December 9th, 2022

The Rules of Investing Podcast: Bob Desmond

Get to know new Conference Manager and Head of Claremont Global, Bob Desmond with this recent episode of Livewire’s The Rules of Investing podcast.

Read More
October 21st, 2022

Volatility creates opportunity – the 5 ASX stocks we like right now

Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.

Read More
October 21st, 2022

Forbes: Billion-dollar manager Jun Bei Liu on where she’s investing

Jun Bei Liu of Tribeca Investment Partners discusses long-short investing strategy, market volatility and the sectors she believes will see growth in the next 12 months.

Read More
October 13th, 2022

Why this fundie doesn’t fear the Fed

In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

Read More
September 29th, 2022

Phil King's top themes and some stock ideas to play them

Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.

Read More
September 19th, 2022

Talking Tech: Matt Berriman, Founder of RealVC

Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

Read More
September 16th, 2022

Airlie National Roadshow 2022: Beware the dominant narrative

Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.

Read More
September 6th, 2022

Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More