Hearts and Minds Investments Limited (HM1) is a unique listed investment company that redefines the traditional investment approach by combining high-conviction global equity investing with philanthropic impact. The company constructs a carefully curated portfolio of global stocks based on ideas contributed by a select group of leading fund managers who provide their top investment insights on a pro bono basis.
Unlike conventional investment firms, HM1 has innovatively integrated social responsibility into its core business model. Instead of charging traditional management fees, the company donates 1.5% of its net assets annually to support Australian medical research. This approach allows HM1 to not only aim for strong financial returns for shareholders but also make a meaningful contribution to advancing medical science and research.
The company’s investment strategy is structured across two distinct portfolios: a core portfolio targeting 65% of assets and a conference portfolio targeting 35%. This dual approach enables HM1 to leverage the expertise of top-tier fund managers while maintaining a flexible and strategic investment framework. Since its inception in November 2018, HM1 has demonstrated impressive performance, delivering an investment return of 12.05% per annum and collectively donating over $83 million to medical research through its Sohn Hearts & Minds initiative.
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