Value as at close of business on 13 May 2022
Price delay - 20mins
When markets crashed in February and March, Nick Griffin and his team set out a plan for navigating the crisis by switching from defence to offence. “We called it the attack plan,” the CIO of Munro Partners told The Australian.
Geoff Wilson, Founder of Wilson Asset Management and HM1 Director discusses the principles he has learnt navigating multiple market meltdowns over his career.
The Age's Lucy Battersby interviews chief investment officer Nick Griffin at the $1.4 billion fund Munro Partners about reporting season on Wall Street.
Tesla to introduce a new low-cost, long-life battery in its Model 3 sedan that it expects will bring the cost of electric vehicles in line with petrol models, and allow EV batteries to have second and third lives in the electric power grid.
We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.
Conference Manger, Allan Goldstein of Cooper Investors talks with James Gunn from The Inside Network. They discuss global equities and the Cooper’s strategy for successful investing.
Like many of us, Howard Marks has been at home for two months. It has given him plenty of extra time to be philosophical about markets, and it is reflected in his recent memo to clients, titled "Uncertainty".
As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to believe, did we need to impair the economy the way we did?
Phil King of Regal Funds Management discusses investing in the current environment and the importance of constantly asking yourself "Is my thesis still valid?", and as we have seen, COVID-19 has largely disrupted everyone's thesis.
How should investors respond to the new normal that COVID-19 has forced investors to adapt? Jun Bei Liu of Tribeca Investment Partners discusses her thoughts.
Nick Griffin explains how the biggest names in the S&P 500 have in fact done well from the crisis, why he's even doubling down on some key themes and two reasons his fund is now more invested than last month.
Every quarter when reporting season rolls around, there are always new insights gleaned that can provide a broader read-through on emerging trends. Montaka provides from interesting insights into how companies are faring.
The Victor Chang Cardiac Research Institute featured on 7News discussing their latest Covid-19 collaborative project.
MS Research Australia launched their #May50k campaign, a virtual and physical challenge to raise money to help #KissGoodbyeToMS.
Fear of missing out in a rallying stock market pushes many investors back into shares even when the outlook is poor. Bear markets usually last longer than we have seen so far during the coronavirus. Nick Griffin shares his thoughts.
Recently, Andrej Karpathy, Head of Artificial Intelligence (AI) on Tesla’s Autopilot Team, offered several interesting insights on how Autopilot works. Read ARK Invest's key takeaways.
Phil King, CIO of Regal Funds warns investors of 'false dawns and sucker rallies'. King calls for investors 'to be patient and wait for the bull market'.
Hamish Douglass of Magellan discusses Covid-19, a classic Black Swan Event on Inside the Rope with David Clarke.
Master of the Market's Chris Judd spoke with Munro Partners' CIO Nick Griffin to discuss his personal investment history and the investment philosophy and approach of the Munro Partners team.
Nick Griffin, Chief Investment Officer and Conference Manager shares his thoughts on the pandemic in an insightful and easy to understand analysis.
Tom Cowan, the founder of TDM Growth Partners (one of our core fund managers), wrote this in response to a client email he received and it was too good not to share.
Most people will have seen, heard or tried A2 Milk at some stage. It's probably healthier than regular milk as it doesn't contain the A1 protein which can cause adverse digestive symptoms for some. So why is this 'healthy' milk such a good investment proposition?
Victor Chang Cardiac Research Institute's Executive Director Professor Jason Kovacic discusses Covid-19, its impact on the heart and their related research.
Black Dog Institute, one of our beneficiaries, has put together helpful, evidenced-based resources to help you, your workplaces, schools and parents during this time.
Magellan chief Hamish Douglass has warned that there will be no quick rebound from the economic downturn caused by the COVID-19 crisis.
"Scaling Up" is a new podcast series hosted by TDM Growth Partners, one of our Core Fund Managers. It's definitely worth a listen!
What is happening now would have been unimaginable not long ago. It was only unimaginable because it had never happened in our lifetimes. Ray Dalio explains the mechanics of the War Economy.
When COVID-19 first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s...
Governments are frantically trying to contain and combat the coronavirus, and those efforts are important, but the world’s best hope is private innovation.
A summary of the ECB's update asking banks not to pay dividends until at least October 2020.
Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 12. 225 George Street, Sydney NSW 2000
Telephone: 1300 737 760 or +61 2 9290 9600
Hearts and Minds Office Address:
Level 12, Suite 12.04, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Which of the following group do you best fit?
Subscribe to our Email Alerts