Core Fund Managers
Our core fund managers represent 65% of the portfolio. Hearts and Minds have selected seven leading fund managers; Caledonia Investments, Cooper Investors, Magellan, Munro Partners, Regal Funds Management, TDM Growth Partners and Tribeca Investment Partners.
Each core fund manager has agreed to provide HM1 their three highest conviction ideas, which are reviewed each quarter.
Many of these core fund managers are not easily accessible to retail investors, providing HM1 shareholders with an opportunity to benefit from these managers’ best investment ideas.
To learn more about each of our core fund managers click their logos below.
Caledonia (Private) Investments Pty Limited is a global investment management firm with offices in Sydney and New York. With over 25 years’ investment experience, Caledonia’s goal is to achieve high absolute returns for their clients over a long-term time horizon. The firm manages a long short equity strategy with a focus on deep fundamental research and high conviction long-term investing.
Cooper Investors Pty Limited is a specialist equities fund manager. Cooper Investors commenced operations in 2001 and manages money for a range of clients, including large pension and superannuation funds, religious institutions, Australian State Government agencies, school endowments, charities, high net worth families and retail clients. Cooper Investors is 100% owned by its employees. Cooper Investors seeks to invest in quality companies with a strong value proposition.
Magellan Asset Management
Magellan Asset Management Limited is an Australian-based asset manager that is a wholly-owned subsidiary of Magellan Financial Group Limited, an ASX top-100 company that was formed by Hamish Douglass and Chris Mackay in Sydney in 2006. Magellan manages investments across its global equities, global listed infrastructure and Australian equities strategies for retail, high net worth and institutional investors.
Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award-winning investment team with a proven track record of strong returns, the business has $4 billion in AUM and is owned and controlled by key staff. Via a proprietary investment process, Munro invests alongside clients to benefit from some of the key structural changes that occur in our world today. Munro is Australian domiciled, with its head office in Melbourne.
Regal Funds Management
Regal Funds Management Pty Limited (Regal) is a specialist alternatives investment manager and business of Regal Partners Limited (ASX: RPL). Founded in 2004, Regal has grown to become one of Australia’s most recognised alternative investment managers, four times awarded Australian Alternative Manager of the Year. With offices in Sydney, Singapore and New York, Regal manages capital for a broad number of institutions, family offices, charities and private investors across hedge fund, private market, real asset and private credit investment strategies. With a heritage in long / short fundamental investing, investment strategies typically utilise a research-driven, bottom-up stock selection process, drawing on the significant investment experience of co-founder and Chief Investment Officer, Philip King, and team of portfolio managers, analysts and dedicated industry sector specialists.
TDM Growth Partners
TDM Growth Partners Pty Limited is a global investment firm with offices in Sydney and New York. TDM invests in fast growing companies run by passionate management teams. Their unique and flexible mandate allows them to invest in public and private companies globally. They operate on long-term time horizons, fully aligned incentives, and a commitment to help scale businesses they are proud of. TDM has a highly focused approach to investing, with a portfolio of no more than 15 investments globally.
Tribeca Investment Partners
Tribeca is an Asia Pacific based asset management and advisory firm with over two decades of experience in partnering with sophisticated clients to provide innovative solutions beyond the mainstream. Combining deep multi-asset class expertise across investment management, private wealth management and corporate advisory with key staff located across the Asia Pacific, Tribeca is able to identify and capture unique investment opportunities. Unhindered by a large bureaucracy, and owned by senior partners, Tribeca takes pride in its strong alignment with clients, speed to market and proven track record.