Disclaimer: This material has been prepared by Munro Partners, published on Nov 11, 2022. 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.
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
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Invest in the Journey Podcast
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.Read Transcript
More Insights
How A/Prof Matt Call is teaching our body to kill cancer
In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells.
Understanding the 4 pillar framework underpinning a high conviction strategy
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.
Recap on our Australian portfolio holdings
Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.
Introducing our new Chief Investment Officer, Charlie Lanchester
We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.
Hearts and Minds 2021: Buying is only half the battle
Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference.
Podcast: Chris Cuffe, Inside the Rope
Get to know our Chairman. In this episode, Chris Cuffe shares his background in funds management, his current portfolio of roles and some of the key lessons he's learnt.
Equity Mates: Rory Lucas
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
Commsec Executive Series: Paul Rayson (HM1)
CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.
Hearts and Minds but no ratings
HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.
What does NTA mean, and what's the difference between the 3 numbers?
We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.
Stock Profile: A2 Milk
Most people will have seen, heard or tried A2 Milk at some stage. It's probably healthier than regular milk as it doesn't contain the A1 protein which can cause adverse digestive symptoms for some. So why is this 'healthy' milk such a good investment proposition?
Stock Profile: Spotify
Spotify is an instantly recognisable brand for most. It's a leader in the audio space and can be thanked for saving the music industry from the internet piracy threat of the early 2000’s. So why is Spotify Hamish Corlett's highest conviction stock?
Hearts and Minds Investments lifts value
Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.
More Podcasts
Understanding the 4 pillar framework underpinning a high conviction strategy
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.
