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The latest announcement is out from Hearts and Minds Investments Ltd ( (AU:HM1) ).
Hearts and Minds Investments reported that its portfolio rose 4.3% in April, slightly trailing the MSCI World Accumulation Index (AUD) gain of 5.1%, and has delivered an annualised pre-tax return of 9.4% since its 2018 inception. The company’s pre-tax NTA stood at $3.31 per share versus a $2.92 share price, with a fully franked annualised dividend yield of 6.5% and cumulative medical research funding reaching $90.5 million, underscoring its dual focus on investment performance and philanthropic impact.
Performance in April was driven by strong gains in ACM Research, Amazon and Steel Dynamics, along with continued strength from semiconductor holdings TSMC and NVIDIA, while BlackLine and DiDi Global were notable laggards. Management also highlighted the success of SLB, a global oilfield services and technology company pitched at the 2025 Sohn Hearts & Minds Conference and now up 55% since November, illustrating the ongoing contribution of its manager network and thematic exposure to global energy markets.
More about Hearts and Minds Investments Ltd
Hearts and Minds Investments Ltd is an Australian listed investment company that manages a concentrated, long-only portfolio of 25–35 global securities drawn from high-conviction ideas of respected fund managers. The company forgoes traditional investment fees and instead donates to leading Australian medical research organisations, integrating philanthropic funding with listed equity investing.
Average Trading Volume: 194,126
Technical Sentiment Signal: Sell
For detailed information about HM1 stock, go to TipRanks’ Stock Analysis page.