Unique perspectives
bold insights
Explore articles and perspectives from the brightest minds in investment and medical research.
The asset class that outperforms when the economy doesn't
Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.
Magellan decode the Magnificent Seven
Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.
12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.
Copper hits $US10,000 as BHP’s bid releases the bulls
Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.
Expert: Joe Wright – Three ways to invest in resources
Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.
Talk Money To Me | AI Special & Investment Opportunities
Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence. You can listen below.
Mastering the world of payments
For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.
13 stocks Munro is backing for the long-term
Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally.
Exploring HM1 Stocks: Key Insights from Reporting Season
We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside.
The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings
In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.
Reporting Season | What You Need To Know
Previous 2023 Conference Fund Manager, Catherine Allfrey of WaveStone Capital recently joined the Finding Alpha podcast to discuss her views post Reporting Season.
Chipping away at the semiconductor market
In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.
Hedge fund Munro says Nvidia, Microsoft have more to run
Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.
Aussie Mining Giant Skyrocketed 26% for 17 Years: What's Next?
Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).
Stock Story: ResMed
This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.
Australia Day Honours: Lorraine Berends of Qantas Super
Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.
Fowler toasts Sohn legacy
Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.
How To Master The Art Of Winning The Room
Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.
Best funds of 2023 stick with bitcoin, big tech bets
Some of the best performing funds of 2023 are holding firm on bitcoin and mega-cap tech stock picks that made them big money last year.
Special Guest Series: Kristo Käärmann
Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.
Peter Cooper talks building and instilling a culture of humility and excellence
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors (Core Fund Manager). A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds.
Guzman y Gomez | Performance Update
Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.
Prof Daniel MacArthur | Sohn Hearts & Minds Conference
At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.
Prof Michelle Simmons AO | Sohn Hearts & Minds Conference
At this year's Sohn Hearts & Minds Conference, we heard from Prof Michelle Simmons, the CEO and Founder of Silicon Quantum Computing.
Prof Misty Jenkins AO | Sohn Hearts & Minds Conference
At this year's Sohn Hearts & Minds Conference, we heard from Prof Misty Jenkins. Misty is a NHMRC fellow and laboratory head of the Immunology Division at the Walter and Eliza Hall Institute.
Is dementia truly preventable?
In this NeuRA Talk, Professor Kaarin Anstey, Dr Nikki-Anne Wilson and Dr Bill Brooks are joined by Executive Director of Professional Services, Carole Renouf to answer the question: Is dementia truly preventable?
Jun Bei Liu on her high conviction investment strategy
In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.
