Hearts and Minds Investments Limited
Hearts and Minds Investments Limited
Your view on HM1.AX
Overview
What the company does, where it operates, and who runs it.
About Hearts and Minds Investments Limited
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Richard J. Howes
- Headquarters
- Chifley Tower, Sydney, NSW, AU
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Richard J. Howes
- Headquarters
- Chifley Tower, 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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Hearts and Minds Investments Limited, and the rating behind it. HM1.AX last traded at AUD 2.97, 35.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Hearts and Minds Investments Limited. Starting points for Hearts and Minds Investments Limited: P/E 35.3, EPS AUD 0.08, beta 0.63 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Hearts and Minds Investments Limited. Hearts and Minds Investments Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Hearts and Minds Investments Limited. Trailing twelve-month EPS for Hearts and Minds Investments Limited stands at AUD 0.08. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Hearts and Minds Investments Limited. Hearts and Minds Investments Limited has reported as a listed company since 2018. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Hearts and Minds Investments Limited valued side by side against its closest peers. Hearts and Minds Investments Limited is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Hearts and Minds Investments Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Hearts and Minds Investments Limited executives and directors. Shares of Hearts and Minds Investments Limited have traded between AUD 2.65 and AUD 3.53 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Hearts and Minds Investments Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Hearts and Minds Investments Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Hearts and Minds Investments Limited. Coverage tracks Hearts and Minds Investments Limited within Asset Management (Financial Services). Press releases and market coverage, newest first.