Our Chief Investment Officer, Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds, including the upcoming Virtual Sohn Hearts & Minds Investment Leaders Conference. Take a listen below.
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.



Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.Read Transcript
Our Chief Investment Officer, Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds, including the upcoming Virtual Sohn Hearts & Minds Investment Leaders Conference. Take a listen below.
The Board has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model.

Coeur Mining provides access to precious metals production in politically stable jurisdictions, with potential for operational and valuation upside.
Learn more about two new positions in the HM1 Core Portfolio.

Founded in 2012 by Bruce Buchanan, the former Jetstar chief who scaled the airline from the ground up, Rokt was created to solve a key gap in the e-commerce market.
Hearts and Minds Investments told investors that it would increase the value of its initial $20 million stake in Rokt to more than $38 million.
Second quarter results were strong across the board driven by the technology and finance sectors. Despite concerns over US tariff implementation, economic growth remains positive and stock markets were propelled to new highs.
As we enter our next chapter, we wanted a brand that honours where we’ve come from and reflects where we’re going.
We’re thrilled to welcome Prusik Investment Management as our newest Core Fund Manager. With Tom Naughton at the helm, Prusik brings decades of experience investing in Asia’s dynamic markets.

Reflecting on the 2024 stock picks, several ideas have delivered strong returns over the past year.
Hearts & Minds has longstanding and deep connections with the Jewish community via local and international donors, speakers, volunteers and the Sohn Conference Foundation.
Magellan Investment Partners, recently recommended two new positions to the portfolio, both listed in Germany: SAP (SAP.ETR) and adidas (ADS.ETR).
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.