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 released its June Investment Update, showcasing a rise in the HM1 portfolio of 4.6% in June. The Portfolio delivered an annualized pre-tax return of 11.6% p.a. as of 30 June, with a current annualized yield of 5.3%, fully franked. The company added two new positions to the portfolio in Cameco and Royalty Pharma. These positions replaced Just Eat Takeaway and Liberty Media Formula One, aiming for long-term value creation.

The Investment Performance of HM1 has shown consistent growth, outperforming the MSCI World Accumulation Index (AUD). The company's commitment to supporting medical research organizations is highlighted through its donations from investment fees. Shareholders are encouraged to engage with management through an interactive investor hub to gain more insights.

Key achievements and updates from the HM1 Network, such as the participation of Matthew McLennan from First Eagle Investments at the 2025 Sohn Hearts & Minds Conference, showcase the company's dedication to staying at the forefront of global investments. With a focus on bold ideas and real impact, Hearts and Minds Investments Limited continues to pave the way for innovative and impactful investment strategies. Ask us about these updates or any other queries you may have.

Hearts and Minds Investments Limited released its June Investment Update, showcasing a rise in the HM1 portfolio of 4.6% in June. The Portfolio delivered an annualized pre-tax return of 11.6% p.a. as of 30 June, with a current annualized yield of 5.3%, fully franked. The company added two new positions to the portfolio in Cameco and Royalty Pharma. These positions replaced Just Eat Takeaway and Liberty Media Formula One, aiming for long-term value creation.

The Investment Performance of HM1 has shown consistent growth, outperforming the MSCI World Accumulation Index (AUD). The company's commitment to supporting medical research organizations is highlighted through its donations from investment fees. Shareholders are encouraged to engage with management through an interactive investor hub to gain more insights.

Key achievements and updates from the HM1 Network, such as the participation of Matthew McLennan from First Eagle Investments at the 2025 Sohn Hearts & Minds Conference, showcase the company's dedication to staying at the forefront of global investments. With a focus on bold ideas and real impact, Hearts and Minds Investments Limited continues to pave the way for innovative and impactful investment strategies. Ask us about these updates or any other queries you may have.

June Investment Update

Announcement summary