As Kenny Rogers famously sang, “You got to know when to hold ‘em, know when to fold ‘em”. Rarely has that been more applicable than over the last 12 months.
Each year, the Hearts and Minds conference brings together some of the best investors from Australia and overseas for a day of investment insights and high conviction stock ideas. These stock ideas form the basis of the Conference Portfolio (35% of the overall portfolio) for Hearts and Minds Investments Limited (HM1), an ASX listed investment company.
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Disclaimer: This material has been prepared by Livewire, published on Dec 02, 2021. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.
