Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
An announcement from Hearts and Minds Investments Ltd ( (AU:HM1) ) is now available.
Hearts and Minds Investments Limited reported that its portfolio fell 5% in February, underperforming the MSCI World Accumulation Index (AUD), which declined 1.3%, amid broad weakness in global software stocks and a rotation away from high-multiple growth names. The sharp correction in software valuations was driven by investor concerns over how rapid advances in artificial intelligence, including increasingly capable AI agents, might challenge traditional SaaS business models, although the company maintains a positive long-term view on holdings such as monday.com, BlackLine, and Zillow, while highlighting an annualised pre-tax return of 9.77% since inception and a fully franked annualised dividend yield of about 6.6%.
The most recent analyst rating on (AU:HM1) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Hearts and Minds Investments Ltd stock, see the AU:HM1 Stock Forecast page.
More about Hearts and Minds Investments Ltd
Hearts and Minds Investments Limited is an Australian listed investment company that runs a concentrated, long-only portfolio of 25–35 global equities based on the highest conviction ideas from selected fund managers. Instead of charging investment fees, the company donates to leading Australian medical research organisations, with cumulative funding reaching $90.5 million, and targets investors seeking both financial returns and social impact.
Average Trading Volume: 177,690
Technical Sentiment Signal: Sell
For detailed information about HM1 stock, go to TipRanks’ Stock Analysis page.