About Hearts and Minds Investments Limited
Hearts and Minds Investments Limited is an Australia-based listed investment company with a dual mission: delivering high-conviction investment opportunities while supporting Australian medical research.
Investment Objective
The Company aims to provide shareholders with a concentrated portfolio of approximately 25 to 30 Australian and international listed securities, selected based on the highest conviction ideas from leading fund managers.
Portfolio Allocation Strategy
- 35% Allocation: Based on recommendations from fund managers presenting at the annual Sohn Hearts & Minds Investment Leaders Conference (Conference Fund Managers).
- 65% Allocation: Derived from the highest conviction ideas of six Core Fund Managers, including:
- Caledonia (Private) Investments
- Cooper Investors
- Magellan Asset Management
This structured approach ensures a diversified yet focused investment strategy, aligning shareholder returns with philanthropic contributions to medical research.