Episodes
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In this episode of the Hearts & Minds Podcast, CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Management and 2023 HM1 Conference Fund Manager. Tom shares his investment philosophy, the opportunities and challenges in Asian markets, and how his 2023 stock pick, Swire Pacific (0019.HK), delivered an impressive 30% return.
The conversation goes beyond the financial world as Tom reflects on his personal journey, his passion for ultra-marathons, and how he balances work with family adventures.
Learn more about Hearts and Minds here.
Learn more about Tom Naughton and Terra Prusik Investment Management here.
Disclaimer: The content of this podcast is for informational purposes only.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM share candid stories and reflections on building Hearts & Minds and creating the unique philanthropic model that has donated nearly $70 million to advance medical research. Explore their decades-long partnership and the journey to creating a lasting legacy.
Learn more about Hearts and Minds here.
Disclaimer: The content of this podcast is for informational purposes only.
Hosted on Acast. See acast.com/privacy for more information.
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Missing episodes?
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In this episode of the Hearts & Minds podcast, CIO Charlie Lanchester sits down with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager.
Discover more about:
Jeremy's Journey: From a young trader in Perth to founding Terra Capital at 28, specialising in natural resources.
Investment Strategies: The importance of balancing micro and macroeconomic factors, managing market volatility, and maintaining long-term investment performance.
Stock Picks: Insights into Jeremy’s 2023 SH&M Conference stock pick, NexGen (NXE.TO), and a new company to watch.
Tune in for a compelling discussion that offers insights into the world of resource investments and the exciting opportunities that lie ahead.
Learn more about Jeremy Bond and Terra Capital here.
Learn more about Hearts and Minds here.
Disclaimer: The content of this podcast is for informational purposes only.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, we dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in cerebral palsy and newborn brain conditions. Hosted by Hearts & Minds CEO Paul Rayson, this conversation explores Nadia's journey from her unexpected decision to pursue medicine to her pivotal role in cerebral palsy research and her compassionate approach to neonatal care.
Key Topics Discussed:
Nadia's Career Path: Insights into her early life, education, and the influences that led her to a career in healthcare.Understanding Cerebral Palsy: A detailed explanation of the condition, its causes, and its impact on children and families.Research Advances: The significant progress made in reducing the rate and severity of cerebral palsy and the future of cerebral palsy research, including genetic and technological innovations.Neonatal Care: The evolution of neonatal intensive care practices and the importance of family involvement in treatment.Challenges and Rewards: The emotional and professional challenges of working in neonatal care and the strategies Nadia uses to manage stress and maintain balance.Philanthropy's Role: The critical role of philanthropic funding in medical research and the impact of strategic, high-risk investments in innovative research.Learn more about Nadia and the Cerebral Palsy Alliance here
Learn more about Hearts and Minds here
Disclaimer: The content of this podcast is for informational purposes only.
Hosted on Acast. See acast.com/privacy for more information.
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Join us for an engaging episode of the Hearts and Minds Podcast featuring Rikki Bannan, Portfolio Manager at IFM Investors and HM1 Conference Fund Manager.
Hosted by Charlie Lanchester, Chief Investment Officer at HM1, this episode dives deep into Rikki's career journey, investment strategies, and her winning conference stock pick, Telix Pharmaceuticals (ASX.TLX).
Discover her perspectives on the future of the consumer tech and healthcare sectors and gain valuable insights into the small caps market.
In This Episode:
Rikki Bannan's career path and transition into funds managementThe excitement and challenges of pitching at the Sohn Hearts & Minds ConferenceInsights into the current state of the small caps marketTrends in consumer tech and healthcare sectorsDeep dive into Telix Pharmaceuticals' performance and future outlookLearn more about Rikki Bannan and IFM Investors here.Learn more about Hearts and Minds here.Disclaimer: The content of this podcast is for informational purposes only.
Hosted on Acast. See acast.com/privacy for more information.
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Every day at Hearts & Minds, we engage in conversations that truly matter. We dive deep with our unique brains trust of respected investors, interact with scientists pushing the boundaries of life-saving research, and connect with passionate supporters who are making an impact.
We know you value the contributions we're making, and we want you to be a part of these conversations.
Join host Maggie, CIO Charlie Lanchester, and CEO Paul Rayson as they pull back the curtain for the Hearts and Minds community. From engaging conversations with respected investors to insightful explorations with groundbreaking researchers, you'll gain a deeper understanding of the impact you're directly helping to create.
The Hearts and Minds podcast, returning soon.
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Today's guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. 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. He's undoubtedly a deep thinker, which was evident in this podcast, with insights extending beyond his process and stock picking approach, delving into his business management strategies in funds management.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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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. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019. Jun Bei is a TEDx speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments and volunteers for the Raise Foundation Board.
In this episode, learn more about Jun Bei's investment style, why she's proud to be involved with Hearts & Minds and dive deeper on two of her high conviction stock recommendations held in the HM1 Portfolio.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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Chief Executive Officer Paul Rayson welcomes Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children. Assoc. Prof Ravenscroft and her team have identified more than 20 novel human disease genes in recent years.
Gina brings a wealth of expertise to our conversation, tune in to explore the fascinating insights of Associate Professor Gina Ravenscroft as she shares stories of international collaboration and the direct impact of her research into rare genetic diseases.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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CIO Charlie Lanchester is joined by Alan Pullen and Elisa Di Marco from Magellan - both Portfolio Managers are responsible for stocks held in the HM1 portfolio. In this conversation, they discuss Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid short-term noise that can cloud their judgment.
Alan Pullen has been with Magellan since 2012 and currently serves as the Head of Financials, managing the High Conviction Fund. Originally from Tasmania, Alan began his career as an economist at the RBA and has a deep passion for company analysis.
Elisa De Marco is the Portfolio Manager of the Magellan Core International Fund and also heads the ESG department at Magellan. She possesses a strong intellectual curiosity, having studied Finance and Economics at university and earning a Ph.D. in Finance. While she gained experience in stress testing banks during her time at APRA, her true passion lies in the world of financial markets.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Access more insights from Magellan on their website here
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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Chief Executive Officer Paul Rayson welcomes Dr. Marino Festa to the show. Dr. Marino Festa, or Rino for short, is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.
On the research side, Rino is particularly interested in how the health system can be improved with the rapid translation of new knowledge. His research is focussed on ways to improve the quality of care and long-term outcomes of critical illness in children. Rino brings a wealth of expertise to our conversation, tune in to explore the fascinating insights and expertise of Dr. Marino Festa as he delves into the world of critical care and trauma research.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning. As a Conference Fund Manager he's had the hard task of pitching both short and long ideas at the Sohn Hearts & Minds Conference. And as a Core Fund Manager, HM1 is invested in Regal's Long/Short Fund which Phil oversees.
In this conversation with HM1 CIO, Charlie Lanchester, Phil talks about his passion for stocks, his ongoing and never ending search for opportunities, and some of the sectors he’s excited by right now. Please enjoy our conversation with Aussie hall-of-famer, Phil King.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Learn more about Phil King and Regal Funds on their website here
For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie of the Victor Chang Cardiac Research Institute. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects. Currently, Prof. Dunwoodie holds the position of Professor in the Faculty of Medicine at the University of NSW, with extensive research experience, including training at the National Institute for Medical Research in London. In this conversation, she talks with Paul about her scientific research, what she is looking to next, and the importance of the support Hearts and Minds offers research like hers.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Guest links:
You can learn more about the groundbreaking work Sally is leading at Victor Chang on their website here.
Learn more about HM1 and the philanthropic model here.
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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CIO Charlie Lanchester chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro. Then they discuss two stocks that speak to themes of interest for Munro Partners, the 2023 darling Nvidia, and a long-held favourite, Amazon, both HM1 Core Portfolio holdings.
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Equity Mates Media is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
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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. This is a fascinating conversation that really gives us hope for the future of precision cancer treatment. Not only is Matt a brilliant scientist, he also has a wonderful gift for communicating the complex world of science in plain english.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Guest links:
You can learn more about the groundbreaking work Matt is leading at WEHI on their website here.
Learn more about HM1 and the philanthropic model here and more about TDM Growth Partners, the nominating core fund manager on their website here.
Disclaimer:
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Content mentioned in the articles:
Podcast: Scaling Up with Ed Cowan
Article: The Punch Card Mentality by Hamish Corlett
Book: 7 Powers, The Foundations of Business Strategy by Hamilton Helmer
Article: An extra special bonus SH&M Conference tidbit on Mineral Resources
Video: SH&M 2022 Panel on Investing in Sport as an Asset Class, moderated by Ed Cowan
More insights from TDM Growth Partners can be viewed on their website
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of 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 third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Equity Mates Media is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
