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.

Morningstar Investment Ideas

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CAC 408,365.5028.210.34%
DAX 4025,032.667.62-0.03%
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FTSE 10010,469.598.75-0.08%
HKSE22,977.3896.360.42%
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Nikkei 22568,733.151,741.81-2.47%
NZX 50 Index13,582.1928.31-0.21%
S&P 5007,483.2316.13-0.22%
S&P/ASX 2008,724.5013.900.16%
SSE Composite Index4,028.9083.54-2.03%

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