for joining us at the sixth annual

Thank you again for joining us at the sixth annual (and second ever virtual) Sohn Hearts & Minds Investment Leaders Conference.

‍

Each year Fund Managers who present on the program deliver fascinating concise, pitches on companies that many of us have never heard of, but which are integral to our day to day lives.

‍

Stocks presented this year ranged from crypto to power tools, e-signatures to fulfilment, beauty to robotics, streaming to tax management and more. It’s clear that technology is continuing to be a major disrupter across sectors. I have put together a table of all the stocks pitched along with a short summary, scroll down to view.

‍

I can’t overstate the significance of investment legend Charlie Munger dedicating his time to join us from his living room, thank you again Mark Nelson. Perhaps the most timely speaker was MIT Institute Professor Robert Langer, Co-Founder of Moderna, who generously provided his unique insights into breaking pandemic developments. Thank you to the team at MIT for facilitating this at short notice.

‍

In the coming weeks, I will provide updates on any changes that the managers recommend to HM1 holdings in this ever-changing investment world we find ourselves in today. Subscribe here to get weekly updates.

We hope you enjoy this digital booklet recap, which the event team has designed as a companion to the virtual program. We’re looking forward to bringing you more innovation and meeting in person, next November in Tasmania.
‍

Rory Lucas
‍Chief Investment Officer, Hearts and Minds Investments Limited (ASX: HM1)