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Hearts and Minds Investments Limited (HM1.AX)
Sydney, NSW, AU
Hearts and Minds Investments Limited (HM1.AX) operates as an Australian listed investment company with a dual objective: to assemble a focused investment portfolio comprising the most compelling ideas from various fund managers, and simultaneously to contribute to Australian medical research initiatives. The company aims to offer shareholders an investment opportunity through a tightly concentrated portfolio of approximately 25 to 30 long positions in both Australian and international public equities, selected based on their highest conviction. Approximately 35% of its investment capital is allocated following the annual recommendations put forth by fund managers who speak at the Sohn Hearts & Minds Investment Leaders Conference, known as 'Conference Fund Managers'. The remaining 65% of the portfolio is guided by the strongest ideas from a group of six designated 'Core Fund Managers', which prominently include Caledonia (Private) Investments, Cooper Investors, and Magellan Asset Management, among others.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.71% | +0.71% | -2.40% | -1.72% | -11.49% | -10.66% | -6.25% | +27.80% | -29.10% | +15.38% | +15.38% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%+95.7% ★ Q4'25: +210.9% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+113.6% ★ Q4'25: -69.2% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+162.3% ★ Q4'25: -11.2% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+92.1% ★ Q4'25: +7.7% (vs Q4'23)
-
ROIC Asset Management: +6.5%+14.2% ★ Q4'25: -139.1% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.1% Q4'25: +0.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q4'25: 0.00× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2020 actual |
Jun 2021 actual |
|---|---|---|
| Revenue |
4.75M
est: 12.08M (-60.7%)
|
-5.36M
est: 13.40M (-140.0%)
|
| EBITDA |
-5.18M
est: 7.39M (-170.1%)
|
-19.10M
est: 8.03M (-337.7%)
|
| EBIT |
-5.18M
est: 7.22M (-171.7%)
|
-19.10M
est: 7.85M (-343.2%)
|
| Net Income |
-2.68M
est: 48.27M (-105.6%)
|
-12.46M
est: 43.32M (-128.8%)
|
| SGA |
497.4K
est: -515.8K (+196.4%)
|
541.1K
est: 10.25M (-94.7%)
|
| EPS |
-0.01
est: 0.21 (-106.0%)
|
-0.06
est: 0.19 (-129.4%)
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-28 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-27 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-26 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-25 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-22 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-21 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-20 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-19 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-18 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-15 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-14 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-13 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-12 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-11 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B- | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Charlie Lanchester | Chief Investment Officer | 312.6K | male |
| Richard J. Howes | MD & Executive Director | 16.0K | male |
| Eryl Baron AGIA | Company Secretary | — | female |
| Maggie O'Neill | Chief Operating Officer | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for HM1.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
