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About the company
Hearts and Minds Investments Limited is an Australia-based investment company. Its investment objective is to provide a concentrated equities portfolio of the highest conviction ideas from fund managers, whilst also supporting Australian medical research organizations. It seeks to provide shareholders with an investment proposition by creating a concentrated portfolio of Australian and international securities. It allocates about 35% of its investment portfolio based on the annual recommendations of fund managers who present at their Sohn Hearts & Minds Investment Leaders Conference (known as Conference Fund Managers). It allocates about 65% of its investment portfolio based on the highest conviction ideas of seven fund managers (known as Core Fund Managers). The Core Fund Managers include Regal Partners Limited, Cooper Investors Pty Limited, and Magellan Asset Management, among others.
- Revenue in AUD (TTM)165.48m
- Net income in AUD106.82m
- Incorporated2018
- Employees4.00
- LocationHearts and Minds Investments LtdLevel 12. 225 George Street,Sydney 2000AustraliaAUS
- Phone+61 30073-7760
- Websitehttps://www.heartsandmindsinvestments.com.au/site/content/
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Key Information
- Key Information
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- Per Share Data
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- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Perpetual Equity Investment Company Ltd | 32.57m | 21.72m | 484.01m | 0.00 | 22.17 | 1.01 | -- | 14.86 | 0.0568 | 0.0568 | 0.0853 | 1.25 | 0.065 | -- | 4.16 | -- | 4.33 | 8.10 | 4.37 | 8.20 | 84.63 | 89.13 | 66.68 | 66.83 | -- | -- | 0.00 | 66.95 | -25.30 | 61.97 | -23.94 | -- | -- | 12.70 |
| Australian Ethical Investment Ltd | 119.38m | 20.20m | 525.90m | 40.00 | 26.05 | 12.95 | 24.37 | 4.41 | 0.1774 | 0.1774 | 1.05 | 0.3567 | 1.97 | -- | 14.87 | -- | 33.39 | 25.43 | 52.86 | 40.31 | 81.21 | 82.78 | 16.92 | 13.69 | -- | 231.34 | 0.0511 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| Future Generation Australia Ltd | 58.79m | 37.93m | 558.87m | 0.00 | 14.66 | 1.02 | -- | 9.51 | 0.0928 | 0.0928 | 0.1438 | 1.34 | 0.1035 | -- | 1.84 | -- | 6.67 | 5.92 | 6.88 | 5.98 | 99.84 | 99.79 | 64.51 | 69.09 | -- | -- | 0.00 | 77.86 | 6.12 | 17.45 | 4.57 | 16.40 | -- | 6.96 |
| Regal Partners Global Investments Ltd | 6.95m | -17.56m | 572.76m | 0.00 | -- | 1.12 | -- | 82.47 | -0.0563 | -0.0563 | 0.0265 | 2.11 | 0.0093 | -- | 1.61 | -- | -2.34 | 1.11 | -2.42 | 1.26 | -293.53 | 35.57 | -252.88 | 22.66 | -- | -- | 0.00 | 246.20 | -94.87 | -- | -127.38 | -- | -- | 36.85 |
| EQT Holdings Ltd | 182.17m | 34.24m | 619.69m | 496.00 | 18.15 | 1.53 | 15.04 | 3.40 | 1.27 | 1.24 | 6.78 | 15.09 | 0.3403 | -- | 4.43 | -- | 6.35 | 5.50 | 6.73 | 5.74 | -- | -- | 18.65 | 17.21 | -- | 10.23 | 0.1704 | 96.81 | 6.75 | 13.68 | 19.70 | 12.25 | 9.79 | 4.46 |
| Future Generation Global Ltd | 124.26m | 80.15m | 629.54m | -- | 7.81 | 0.9949 | -- | 5.07 | 0.2011 | 0.2011 | 0.3116 | 1.58 | 0.1899 | -- | 7.74 | -- | 12.25 | 5.42 | 12.60 | 5.49 | 99.96 | 99.96 | 64.50 | 61.57 | -- | -- | 0.00 | 58.85 | 73.16 | 50.46 | 75.30 | 62.71 | -- | 16.15 |
| Metrics Income Opportunities Trust | 62.98m | 60.23m | 633.67m | -- | 10.48 | 0.8867 | -- | 10.06 | 0.1814 | 0.1814 | 0.1896 | 2.14 | 0.0875 | -- | 9.48 | -- | 8.37 | 8.71 | 8.47 | 8.81 | 88.12 | 88.59 | 95.64 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Whitefield Industrials Ltd | 25.93m | 21.96m | 634.46m | 0.00 | 28.62 | 0.8922 | 28.89 | 24.47 | 0.1834 | 0.1834 | 0.2165 | 5.88 | 0.033 | -- | 10.32 | -- | 2.80 | 2.80 | 2.84 | 2.87 | 91.99 | 91.52 | 84.69 | 82.94 | -- | -- | 0.00 | 126.67 | 6.90 | 4.60 | 9.60 | 4.86 | -- | 0.4831 |
| Hearts and Minds Investments Ltd | 165.48m | 106.82m | 673.21m | 4.00 | 6.30 | 0.8557 | -- | 4.07 | 0.4665 | 0.4665 | 0.7227 | 3.44 | 0.2084 | -- | 679.70 | 41,370,800.00 | 13.45 | 2.14 | 13.71 | 2.19 | 100.00 | 99.97 | 64.55 | 46.59 | -- | -- | 0.00 | 187.32 | 98.49 | 103.21 | 109.74 | -- | -- | -- |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 680.88m | 0.00 | 53.61 | 1.03 | -- | 37.57 | 0.0569 | 0.0569 | 0.0865 | 2.97 | 0.0257 | -- | 40.59 | -- | 1.74 | 1.49 | 1.76 | 1.52 | -- | -- | 67.46 | 66.50 | -- | -- | 0.00 | 260.01 | -21.47 | 5.53 | -26.15 | 4.38 | -- | 2.03 |
| Ophir High Conviction Fund | 168.31m | 154.50m | 690.06m | 0.00 | 4.47 | 0.938 | -- | 4.10 | 0.6941 | 0.6941 | 0.7561 | 3.30 | 0.2267 | -- | 84,153.00 | -- | 20.81 | 9.30 | 22.44 | 9.98 | 94.43 | 88.16 | 91.80 | 84.23 | -- | -- | 0.00 | 69.44 | 123.02 | 16.00 | 140.85 | 23.11 | -- | -- |
| Kkr Credit Income Fund | 70.29m | 60.12m | 732.15m | 0.00 | 12.18 | 0.9259 | -- | 10.42 | 0.1864 | 0.1864 | 0.2179 | 2.45 | 0.0854 | -- | -- | -- | 7.30 | 7.55 | 7.39 | 7.64 | 88.53 | 86.71 | 85.53 | 82.87 | -- | -- | 0.0355 | 79.87 | -38.15 | -- | -38.67 | -- | -- | -- |
| SPDR S&P/ASX 50 | 42.30m | 0.00 | 734.37m | 594.00 | -- | -- | -- | 17.36 | -- | -- | -- | -- | 0.0879 | -- | 40.87 | -- | 0.00 | 0.00 | 0.00 | -- | 96.93 | 96.99 | 0.00 | 0.00 | -- | 2.09 | 1.00 | -- | 782.51 | -- | -- | -- | -- | -- |
| Regal Investment Fund | 80.73m | 24.54m | 740.54m | 0.00 | 25.58 | 1.09 | -- | 9.17 | 0.1376 | 0.1376 | 0.3956 | 3.23 | 0.0724 | -- | 0.5403 | -- | 2.20 | 5.99 | 2.79 | 7.96 | 40.79 | 59.30 | 30.39 | 48.17 | -- | -- | 0.00 | 95.78 | -53.23 | -2.76 | -78.11 | -10.86 | -- | -5.17 |
| Djerriwarrh Investments Ltd | 51.56m | 38.44m | 775.44m | 0.00 | 20.20 | 0.8932 | -- | 15.04 | 0.146 | 0.146 | 0.1959 | 3.30 | 0.0555 | -- | 9.96 | -- | 4.14 | 4.44 | 4.33 | 4.84 | 87.80 | 86.49 | 74.54 | 77.82 | -- | 25.55 | 0.0591 | 91.61 | -0.592 | 7.39 | 0.5647 | 3.54 | -- | 2.06 |
| Perpetual Credit Income Trust | 42.25m | 37.55m | 818.54m | 0.00 | 14.56 | 1.04 | -- | 19.37 | 0.0769 | 0.0769 | 0.0865 | 1.08 | 0.0857 | -- | 3.31 | -- | 7.62 | 6.53 | 7.70 | 6.62 | 90.61 | 89.16 | 88.87 | 87.74 | -- | -- | 0.00 | 91.40 | -8.61 | 52.80 | -11.27 | 125.57 | -- | 14.20 |
Data as of Feb 11 2026. Currency figures normalised to Hearts and Minds Investments Ltd's reporting currency: Australian Dollar AUD
12.43%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Saba Capital Management LPas of 30 Jun 2025 | 20.74m | 9.06% |
| Netwealth Investments Ltd.as of 30 Jun 2025 | 6.85m | 2.99% |
| IOOF Investment Services Ltd.as of 30 Jun 2025 | 861.15k | 0.38% |
Data from 30 Sep 2025 - 02 Feb 2026Source: FactSet Research Systems Inc.
