Podcast: Paradice's key to unlocking small caps

Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!

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December 29th, 2020
 

Equity Mates: Qiao Ma, Cooper Investors

Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.

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December 10th, 2020
 

Beneficiary Profile: MS Research Australia

MS Research Australia is the largest non-government funder of research into multiple sclerosis (MS). They have invested over $44.3m into MS research via major collaborative research platforms and investigator-led projects.

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December 9th, 2020
 

Equity Mates: Hamish Corlett, TDM Growth Partners

In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!

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December 7th, 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.

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December 3rd, 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.

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November 30th, 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.

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November 23rd, 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.

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November 20th, 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.

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November 8th, 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.

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November 7th, 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.

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November 5th, 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.

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November 2nd, 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.

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October 29th, 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.

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October 27th, 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.

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October 25th, 2020
 

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

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October 22nd, 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.

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October 14th, 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.

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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.

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October 13th, 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.   

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October 12th, 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.

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September 30th, 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.

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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.

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September 29th, 2020
 

2020 CIO Insights

Investor insights from Hearts and Minds Investments Chief Investment Officer. Jargon free updates on the portfolio news that mattered throughout 2020.

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September 28th, 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.

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September 27th, 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.

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September 25th, 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. 

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September 23rd, 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'.

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September 22nd, 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.

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September 21st, 2020
 

Hamish Douglass: Strategies for smart investing

Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.

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September 20th, 2020