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
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 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 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 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
September 20th, 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.
Read MoreSeptember 20th, 2020
September 18th, 2020
Commsec Executive Series: Paul Rayson (HM1)
CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.
Read MoreSeptember 18th, 2020
September 16th, 2020
Ark Invest’s Cathie Wood vindicated by revved-up Tesla
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.
Read MoreSeptember 16th, 2020
September 16th, 2020
Ackman to headline as Sohn goes virtual
Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.
Read MoreSeptember 16th, 2020
September 16th, 2020
The man in the Hearts & Minds investment engine room
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Read MoreSeptember 16th, 2020
September 10th, 2020
The Business: Nick Griffin
Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.
Read MoreSeptember 10th, 2020
September 10th, 2020
R U OK? Day: Interview with Rory Lucas
Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day.
Read MoreSeptember 10th, 2020
September 9th, 2020
Bill Ackman on how super can fix capitalism's inequities
Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.
Read MoreSeptember 9th, 2020
September 8th, 2020
Beneficiary Profile: Black Dog Institute
1 in 5 of us will experience symptoms of mental illness in any given year. In Australia that’s around 5 million people. And roughly 60% of these people won’t seek help. Learn what Black Dog is doing to create a mentally healthier world for everyone.
Read MoreSeptember 8th, 2020
September 1st, 2020
ABC: Cash for Causes
An increasing number of LICs are being created to spit out cash for causes. HM1 is such a LIC that top fund managers donate their time too. This year it paid out $9.3m to medical research. HM1's Chairman Chris Cuffe, speaks to Elysse Morgan on ABC's The Business.
Read MoreSeptember 1st, 2020