Hearts and Minds Investments

Registered Office and Share Registry Office


Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 8, 210 George Street Sydney NSW 2000
Telephone: 

Level 12, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Email: 

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Hearts and Minds Investments Limited has released its May Investment Update, showcasing a 6.9% increase in the HM1 portfolio, outperforming the MSCI World Index (AUD) at 5.2%. The company continues its mission to provide a concentrated portfolio of long-only positions in global securities while supporting Australian medical research organisations.


During the month, we revisited Coeur Mining (CDE) with positive outlook highlighted by Jeremy Bond of Terra Capital. The company continues to progress towards key operational milestones, with a strong financial position anticipated over time.

The pre-tax NTA is at $3.55, post-tax NTA at $3.32, and the share price stands at $3.04 (ASX: HM1). With an annualised pre-tax investment return of 11.0% since inception, the current annualised yield is 5.3%, fully franked. 

For further details on HM1's investment performance, dividend payments, top portfolio holdings, as well as updates on the upcoming Sohn Hearts & Minds Conference, please refer to the full Monthly Investment Update available on our website. 

Hearts and Minds Investments Limited's May Investment Update is now available. The portfolio was up by 6.9% for the month, outperforming the MSCI World Index. The current annualized yield is 5.3%, fully franked. We invite you to join our interactive investor hub to engage with management and ask questions.<br/><br/>During the month, we revisited Coeur Mining (CDE) with positive outlook highlighted by Jeremy Bond of Terra Capital. The company continues to progress towards key operational milestones, with a strong financial position anticipated over time.<br/><br/>Top 10 core portfolio holdings represent 50% of total holdings, while conference holdings represent 33%. Don't miss the opportunity to save 20% on a VIP Ticket Package for the Sohn Hearts & Minds Conference. Anthony Scaramucci will be a keynote speaker.<br/><br/>Explore long-term stock opportunities highlighted by Magellan and Munro Partners. Plus, watch a discussion on AI advancements in Emergency Care at RPA. Visit our website for more details. Feel free to ask us any questions regarding the update.

May Investment Update

Announcement summary