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.

Read More
June 21st, 2021
 

David Wright: Formula for future returns

David Wright spoke with Livewire, in this interview David shares countless insights that he has learnt throughout his career, and shares what he believes will be key to portfolio returns in the future.

Read More
June 1st, 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.

Read More
May 31st, 2021
 

On the Couch Podcast: Nick Griffin

Nick Griffin of Munro Partners was on the latest episode of the On the Couch podcast. They discuss a variety of topics including capital preservation, what it means to be a ‘Munro Bagger’ and some of Nick’s favourite climate and high-performance computing companies.

Read More
May 28th, 2021
 

Commsec Executive Series: Robert Luciano

VGI Partners' Robert Luciano discusses growth in the e-commerce space, opportunities in the technology sector - in particular 5G, inflation and the importance of downside protection with Tom Piotrowski on CommSec Executive Series. 

Read More
May 26th, 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 More
May 25th, 2021
 

In the Know Podcast: Kevin Warsh

Hamish Douglass is joined by former member of the Federal Reserve Board of Governors Kevin Warsh on In the Know. They discuss navigating the US through the global financial crisis, the role of central banks in controlling inflation and his outlook on the current global economic landscape.

Read More
May 25th, 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. 

Read More
May 24th, 2021
 

INBrief: Qiao Ma

Qiao Ma talks to INBrief about Cooper Investor’s investment philosophy and experience in Asian Capital markets, megatrends reshaping global markets and some high conviction ideas, including her Conference pick Shenzhou International. 

Read More
May 21st, 2021
 

Nick Griffin: A window of opportunity in growth stocks

Nick Griffin shares some opportunities he thinks the market is overlooking, the link between interest rates and growth equities and how a rise in interest rates would influence this thematic.

Read More
May 18th, 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.

Read More
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 More
May 17th, 2021
 

Equity Mates: David Halpert, Equity Mates

David Halpert of Prince Street Capital Management recently spoke with our friends at Equity Mates about his personal investing story, his thoughts on Digital Decolonisation, and shares two emerging company case studies.

Read More
May 14th, 2021
 

A Green Light For Electric Vehicles

Paradice believes renewable energy will be one of our life's defining investment thematics. Learn more about the rise of electronic vehicles and the demand it creates for raw materials, and how Paradice are investing in renewable energy adoption.

Read More
May 12th, 2021
 

Equity Mates: Ben Gisz, TDM Growth

Ben Gisz, co-founder of TDM Growth Partners talks to the guys about building a portfolio in today’s market conditions. They chat about Ben’s unusual first investment, TDM’s ‘bottom up’ investment research process, and some of the key things to be aware of in today’s market environment.

Read More
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 More
April 30th, 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.

Read More
April 26th, 2021
 

Talk Ya Book: Phil King, Regal Funds

Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more. 

Read More
April 26th, 2021
 

A "must have" company set to thrive

Netflix’s early dominance in the on-demand streaming industry built its reputation as a must-have offering for consumers. Magellan shares their analysis of Netflix, and why they see the company continuing to improve the value of its bespoke services. 

Read More
April 22nd, 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.

Read More
April 19th, 2021
 

SALT Talks: Cathie Wood on Disruptive Innovation

In this conversation on disruptive innovation, Cathie Wood (ARK Invest) discusses a broad range of topics including her journey as an institutional investor, her take on innovation as an asset class and using innovation as a hedge.

Read More
April 13th, 2021
 

Rules of Investing: David Moberley, Paradice

In this episode of The Rules of Investing podcast, David Moberley of Paradice shares how his experience at a start-up helped him as an analyst, why Australian gas stocks are well placed for further appreciation, and why CSL's collection problems are likely to just be transitory. 

Read More
April 12th, 2021
 

In Conversation: Nick Griffin

Climate change and digital disruption are key areas of interest for Nick Griffin and Munro Partners team. Listen to this conversation as Nick discusses thematic investing and how the Munro Global Growth Fund is positioned to capitalise on these major investment themes. 

Read More
March 31st, 2021
 

3 Takeaways Podcast: Howard Marks

Howard Marks (Oaktree Capital) discusses the most important things in investing and how the real accomplishment is to have profit potential disproportionate to the risk. He also shares how to get the odds on your side, why diversification is not a magic elixir and why stock prices could go much higher. 

Read More
March 30th, 2021
 

Pandemic a catalyst for change, but only some of it lasting

Jun Bei Liu explains the lasting impacts of the coronavirus such as the accelerated rise of environmental, social and governance (ESG) investing, the changing work and consumption patterns and the opportunities these present to investors. 

Read More
March 29th, 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.

Read More
March 29th, 2021
 

Podcast: Cathie Wood, Inside the Rope

David Clark, host of the “Inside the Rope” podcast has recast an early episode with Cathie Wood of ARK Invest, a HM1 Conference Manager. In this episode Cathie discusses her investing journey, starting ARK Invest and ARK’s focus on disruptive innovation. 

Read More
March 26th, 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.

Read More
March 22nd, 2021
 

Podcast: David Halpert, Indo Tekno

In this podcast interview, David Halpert, Founder of Prince Street Capital, reflects on his history of investing in emerging markets and discusses Prince Street's unique digital decolonisation strategy along with key tech-related initiatives taking place.

Read More
March 9th, 2021
 

The Australian: Millionaire’s secret to picking right stocks

Peter Cooper, Founder and CIO of Cooper Investors shares his one simple rule for long-term success: the longer a company is controlled by its founder or their family the better. Read the reasons why in this article by The Australian.

Read More
March 9th, 2021