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Hearts And Minds Investments Ltd

HM1

Hearts And Minds Investments Ltd HM1 Strategy

To provide Shareholders with a compelling and attractive investment proposition by creating a concentrated portfolio of long positions (Portfolio) in approximately 25 Australian and international listed securities based on the highest conviction ideas from two groups: 40% of the Portfolio based on the annual recommendations of Fund Managers; 60% of the Portfolio based on the highest conviction quarterly recommendations of five leading Fund Managers.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Hearts And Minds Investments Ltd News & Analysis

funds

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,150.10 129.20 1.61%
CAC 40 8,198.84 41.15 -0.50%
DAX 40 18,823.02 46.34 -0.25%
Dow JONES (US) 39,908.00 349.89 0.88%
FTSE 100 8,411.17 34.63 -0.41%
HKSE 19,376.53 302.82 1.59%
NASDAQ 16,742.39 231.21 1.40%
Nikkei 225 38,920.26 534.53 1.39%
NZX 50 Index 11,728.06 202.18 1.75%
S&P 500 5,308.15 61.47 1.17%
S&P/ASX 200 7,881.30 127.60 1.65%
SSE Composite Index 3,122.40 2.50 0.08%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.05 0.00 2.13%
Telstra Group Ltd TLS 3.69 0.02 0.55%
South32 Ltd S32 3.75 0.08 2.18%
PYC Therapeutics Ltd PYC 0.10 0.01 -7.62%
Pilbara Minerals Ltd PLS 4.01 0.03 0.75%
Incitec Pivot Ltd IPL 2.97 0.15 5.32%
Red 5 Ltd RED 0.49 0.02 4.26%
Pantoro Ltd PNR 0.09 0.01 7.41%
Vicinity Centres VCX 1.98 0.05 2.60%
Mirvac Group MGR 2.15 0.06 2.87%