December 3rd, 2020
Scaling Up: Hamish Douglass
In this episode of TDM's Scaling Up podcast you'll hear from Hamish Douglass on the power of compounding and how he scaled Magellan from humble beginnings to now an ASX 100 listed company.
Read MoreDecember 3rd, 2020
November 30th, 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.
Read MoreNovember 30th, 2020
November 30th, 2020
Equity Mates x HM1
We've done a series of interviews with our Fund Managers on Equity Mates, the number one finance and investing podcast. For easy listening, all of our episodes are here in one place.
Read MoreNovember 30th, 2020
November 23rd, 2020
Thank you from MS Research Australia
MS Research Australia has a message of thanks to the Hearts and Minds Community for the support we provide them and their research to Stop and Reverse MS within the next 10 years.
Read MoreNovember 23rd, 2020
November 20th, 2020
Rules of Investing: Jun Bei Liu, Tribeca
In this podcast, Jun Bei Liu discusses the re-opening trade and how to get exposure to it and how the ‘barbell’ approach helps to maximise returns while managing risk.
Read MoreNovember 20th, 2020
November 17th, 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.
Read MoreNovember 17th, 2020
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
November 2nd, 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.
Read MoreNovember 2nd, 2020
November 2nd, 2020
Two good reasons to consider going short in Aussie equities
David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.
Read MoreNovember 2nd, 2020
October 29th, 2020
Why investors need to recalibrate their thinking
Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.
Read MoreOctober 29th, 2020
October 27th, 2020
ARK Invest: Bad Ideas Investors Should Avoid
Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.
Read MoreOctober 27th, 2020
October 26th, 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.
Read MoreOctober 26th, 2020
October 25th, 2020
US election a win-win for equities
Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.
Read MoreOctober 25th, 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
October 19th, 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.
Read MoreOctober 19th, 2020
October 14th, 2020
Paradice: You don't get many opportunities like this
David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.
Read MoreOctober 14th, 2020
October 13th, 2020
The Memo: Howard Marks Podcast
Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.
Read MoreOctober 13th, 2020
October 13th, 2020
Inside the Rope: Dr Craig Collie, Regal
Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.
Read MoreOctober 13th, 2020
October 12th, 2020
Beneficiary Profile: Victor Chang
Cardiovascular disease is the number one cause of death globally and costs the Australian economy $12 billion each year. Every 12 minutes, one Australian dies from the disease. This is why the Victor Chang Cardiac Research Institute is dedicated to finding cures through their world class research.
Read MoreOctober 12th, 2020
September 30th, 2020
Commsec Executive Series: Jun Bei Liu
Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.
Read MoreSeptember 30th, 2020
September 29th, 2020
Podcast: In the Know by Magellan | Episode 2
In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.
Read MoreSeptember 29th, 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 28th, 2020
HM1 Investor Update
Investor updates from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that matters.
Read MoreSeptember 28th, 2020
September 27th, 2020
Thank you from Prof Pat McGorry, Orygen
Professor Pat McGorry, Executive Director of Orygen has a message of thanks to Cooper Investors and HM1 shareholders for the support we provide them and their research into the mental health of young people.
Read MoreSeptember 27th, 2020
September 25th, 2020
The ASX company championing hearts and minds
Swinburne’s Centre for Human Psychopharmacology is honoured to have been selected by one of Hearts and Minds’ fund managers, Cooper Investors, as a recipient of funding.
Read MoreSeptember 25th, 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 22nd, 2020
The unsung heroes of Qiao Ma’s portfolio
Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.
Read MoreSeptember 22nd, 2020
September 21st, 2020
Hamish Douglass: Global Opportunities amid COVID-19
Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.
Read MoreSeptember 21st, 2020