Every day at Hearts and Minds, we engage in conversations that truly matter. In this podcast series, we dive deep with our unique brains trust of respected investors, interact with scientists pushing the boundaries of life-saving medical research, and connect with passionate supporters who are making an impact.
We know you value the contributions we are making, and we want you to be a part of these conversations.
Join host Maggie O'Neill, Head of Marketing and Operations, CIO Charlie Lanchester, and CEO Paul Rayson as they pull back the curtain for the Hearts and Minds community. From engaging conversations with respected investors to insightful explorations with groundbreaking researchers, you'll gain a deeper understanding of the impact you're directly helping to create.
This podcast is in partnership with Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
Every day at Hearts and Minds, we engage in conversations that truly matter. In this podcast series, we dive deep with our unique brains trust of respected investors, interact with scientists pushing the boundaries of life-saving medical research, and connect with passionate supporters who are making an impact.
We know you value the contributions we are making, and we want you to be a part of these conversations.
Join host Maggie O'Neill, Head of Marketing and Operations, CIO Charlie Lanchester, and CEO Paul Rayson as they pull back the curtain for the Hearts and Minds community. From engaging conversations with respected investors to insightful explorations with groundbreaking researchers, you'll gain a deeper understanding of the impact you're directly helping to create.
This podcast is in partnership with Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge.
This is a Hearts & Minds Podcast, in partnership with Equity Mates Media
Content mentioned in the articles:
Podcast: Scaling Up with Ed Cowan
Article: The Punch Card Mentality by Hamish Corlett
Book: 7 Powers, The Foundations of Business Strategy by Hamilton Helmer
Article: An extra special bonus SH&M Conference tidbit on Mineral Resources
Video: SH&M 2022 Panel on Investing in Sport as an Asset Class, moderated by Ed Cowan
More insights from TDM Growth Partners can be viewed on their website
This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.
Equity Mates Media is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.