Hearts & Minds Podcast

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.

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.

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.

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.

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.

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.

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.