An announcement from Hearts and Minds Investments Ltd ( (AU:HM1) ) is now available.
In March 2025, Hearts and Minds Investments Ltd reported a challenging month with its portfolio down 8.85%, underperforming the MSCI World Index (AUD) which fell by 5.19%. The company has delivered an annualized pre-tax investment return of 10.39% since inception. Market volatility was driven by U.S. trade policy uncertainties and recession fears, with no immediate response from the government or the Federal Reserve. The company’s investment in Opthea was written down to zero following disappointing Phase 3 trial results. Despite these challenges, the company maintains a fully franked annualized dividend yield of 5.5% and continues to support medical research funding.
More about Hearts and Minds Investments Ltd
Hearts and Minds Investments Ltd operates in the investment industry, focusing on providing a concentrated portfolio of long-only positions in 25-35 global securities based on high-conviction ideas from respected fund managers. The company forgoes investment fees and instead donates to leading Australian medical research organizations.
YTD Price Performance: -15.89%
Average Trading Volume: 246,172
Technical Sentiment Signal: Strong Buy
For detailed information about HM1 stock, go to TipRanks’ Stock Analysis page.