Investment Returns
Since inception November 2018
Pre-Tax NTA
Value as at close of business on 27 June 2025
Donation Amount
Collectively with Sohn Hearts & Minds since 2016
Share price
price delay ~20min
A portfolio powered by
expertise and purpose
Combining the brightest minds in global investing with a commitment to advancing Australian medical research.
Established in November 2018, HM1 is a unique listed investment company with a dual purpose: to maximise long term returns to shareholders through a high-conviction portfolio of the best ideas from selected fund managers, while supporting groundbreaking medical research.
Why invest with HM1?
HM1 offers investors a unique opportunity to access a high-conviction global equities portfolio with a fully-franked dividend yield, while also supporting medical research.
HM1 provides access to a group of experienced fund managers who contribute their time, expertise, and top investment ideas on a pro bono basis. By pooling insights from these global managers, the HM1 portfolio reflects diverse investment philosophies and high-conviction strategies, typically inaccessible to retail investors.
The HM1 portfolio is designed to deliver long-term value, leveraging high-conviction ideas from leading fund managers around the globe. Shareholders benefit from a professionally managed portfolio, underpinned by a fully franked dividend, offering investors both performance and yield.
The HM1 portfolio consists of 25–35 carefully selected high-conviction ideas from leading fund managers, integrated into a professionally managed global equities strategy. A distinguishing feature is the annual refresh of one-third of the portfolio with recommendations presented at the Sohn Hearts & Minds Conference, ensuring the portfolio remains responsive to new opportunities while aligned with long-term growth objectives.
Proudly philanthropic, the company donates 1.5% of its net tangible assets annually to Australian medical research, supporting vital discoveries that improve health outcomes nationwide.
As a Listed Investment Company (LIC), HM1 offers investors the benefits of a closed-ended structure - providing stability, transparency, and long-term focus. The LIC model allows HM1 to invest without the pressure of daily redemptions, while shareholders enjoy ASX-listed access, liquidity, and the potential for capital growth and fully franked dividends.
