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...

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...

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...

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,...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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....