Hearts and Minds has two groups of fund managers who provide their highest conviction investment idea/s on a pro bono basis.
Group 1: Core Fund Managers
Seven core fund managers each provide their three highest conviction investment ideas which are reviewed quarterly. These 21 securities represent 65% of the total portfolio. Each core fund manager has made a minimum three-year commitment to HM1.
Group 2: Conference Fund Managers
The remaining 35% of the portfolio is invested in at least ten securities based on the recommendations of the fund managers who present at the annual Sohn Hearts & Minds Investment Leaders Conference. Each year this group of fund managers will change based on the conference program of speakers and their eligible recommendations. The speakers are invited onto the program following a formal six-month selection process led by the conference founders/curators and the HM1 Board and Investment Committee.