Caledonia
High-conviction global long/short investor
Caledonia is global investment management firm that has been compounding capital for over 30 years. Managed by Co-Chief Investment Officers, Will Vicars & Michael Messara, Caledonia’s goal is to achieve high absolute returns over the long-term, through a concentrated long/short equity strategy with a focus on deep fundamental research & high conviction investing.
http://www.caledonia.com.au
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Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
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.
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.
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.
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.
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.
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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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.
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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.
Beneficiary Profile: Black Dog Institute
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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.
Hearts and Minds donates almost $10m to charity
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Dysfunctional' mental health system needs boost in wake of pandemic: experts
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Beneficiary Profile: RPA Green Light
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Hearts and Minds but no ratings
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Understanding biomarkers of cognition in the elderly
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