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.

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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.

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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. 

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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. 

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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. 

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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. 

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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.

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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. 

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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.

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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.

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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.

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March 9th, 2021
 

Moving to their own beat: 2 great businesses at a discount

Chris Dixon (Cooper Investors) shares two great companies trading at a discount and why he believes value creation can be realised with these companies, regardless of what is happening to broader markets.

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March 2nd, 2021
 

CIO Insights - 1 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 update, Rory talks about HM1's two "D's" - Donations and Dividends.

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March 1st, 2021
 

Equity Mates: Hamish Douglass, Magellan

Core Fund Manager, Hamish Douglass of Magellan speaks with the Equity Mates team about a variety of topics including his investment journey, how he thinks of the big tech companies going into 2021 and the best company he's ever seen. 

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February 25th, 2021
 

The Long View Podcast: Hamish Douglass

Magellan's Hamish Douglass joins Morningstar’s The Long View podcast where they discuss Magellan’s unusual origin story, China, and how to build a cohesive world-stock portfolio.

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February 24th, 2021
 

TDM Growth Partners: Client Memo

TDM Growth Partners recently shared a client memo, outlining their thinking about the current market environment and their thinking about “What do we have to believe from here?’.

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February 24th, 2021
 

Results to 31 Dec 2020 & Dividend Announced

HM1 is pleased to announce its results for the half year to 31 December 2020. HM1 achieved a 142% increase in Total Comprehensive Income net of tax to $91.3 million for the half year. The result is reflective of the strong investment portfolio performance over the period.

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February 24th, 2021
 

Podcast: Chris Cuffe, Inside the Rope

Get to know our Chairman. In this episode, Chris Cuffe shares his background in funds management, his current portfolio of roles and some of the key lessons he's learnt.

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February 23rd, 2021
 

Podcast: Paul Rayson, Mental Wellth

This episode of Mental Wellth looks at how mental health is funded and Paul Rayson discusses how vehicles like Hearts and Minds are an emerging funding solution. 

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February 23rd, 2021
 

The INside Network: David Moberley

David Moberley discusses the Paradice Long Short Australian Equities Fund, including the 130/30 investment style, portfolio positioning and the current market opportunities and risks.

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February 23rd, 2021
 

Talk Ya Book: Jun Bei Liu

Conference Manager, Jun Bei Liu talks to Chris Judd about her 2020 investment recommendation, Treasury Wine Estate and how she sees it three months on.

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February 22nd, 2021
 

CIO Insights - 22 February

Investor insights 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
 

Nick Griffin: Finding the next generation winnners

Conference Fund Manager, Nick Griffin Co-Founder of Munro Partners talks with Livewire about uncovering the next generation of internet winners.

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February 16th, 2021
 

CIO Insights - 15 February

Investor insights 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
 

Equity Mates: Emma Fisher

Two-time Conference Fund Manager, Emma Fisher from Airlie Funds Management, recently chatted to Equity Mates and answered a range of investing questions, including her current views on the markets and personal investment strategy.

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February 11th, 2021
 

ABC The Business: Hamish Douglass

Core Fund Manager, Hamish Douglass talks with Alicia Barry on ABC's The Business about his investment strategy in a COVID world.

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February 4th, 2021
 

CIO Insights - 1 February

Investor insights 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
 

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”.

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February 1st, 2021
 

CIO Insights - 18 January

Welcome back to our weekly insights from our Chief Investment Officer. Today 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
 

Magellan's Douglass sticks with China tech

Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.

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January 15th, 2021