Hearts and Minds Investments Limited

Hearts and Minds Investments Limitedverified

HM1.AX

Price:

$3.14

Market Cap:

$719.00M

Hearts and Minds Investments Limited is an Australia-based listed investment company. The Company's investment objective is to provide a concentrated securities 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 long positions in approximately 25 to 30 Australian and international listed securities based on the highest conviction ideas. 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 (know...[Read more]

Industry

Asset Management

IPO Date

2018-11-13

Stock Exchange

ASX

Ticker

HM1.AX

The ROE as of December 2025 (TTM) for Hearts and Minds Investments Limited (HM1.AX) is 13.50%

According to Hearts and Minds Investments Limited’s latest financial reports and current stock price. The company's current ROE is 13.50%. This represents a change of 205.23% compared to the average of 4.42% of the last 4 quarters.

Hearts and Minds Investments Limited (HM1.AX) Historical ROE (quarterly & annually)

How has HM1.AX ROE performed in the past?

The mean historical ROE of Hearts and Minds Investments Limited over the last ten years is 1.13%. The current 13.50% ROE has changed 1.10% with respect to the historical average. Over the past ten years (40 quarters), HM1.AX's ROE was at its highest in in the December 2022 quarter at 33.92%. The ROE was at its lowest in in the June 2022 quarter at -14.38%.

Quarterly (TTM)
Annual

Average

1.13%

Median

-0.08%

Minimum

-14.79%

Maximum

13.58%

Hearts and Minds Investments Limited (HM1.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Hearts and Minds Investments Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 951.49%

Maximum Annual ROE = 13.58%

Minimum Annual Increase = -Infinity%

Minimum Annual ROE = -14.79%

Quarterly (TTM)
Annual
YearROEChange
202513.58%85.93%
20247.30%50.74%
20234.84%-132.75%
2022-14.79%951.49%
2021-1.41%293.23%
2020-0.36%127.88%
2019-0.16%-Infinity%

Hearts and Minds Investments Limited (HM1.AX) Average ROE

How has HM1.AX ROE performed in the past?

The current ROE of Hearts and Minds Investments Limited (HM1.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

8.58%

5-year avg

1.91%

10-year avg

1.13%

Hearts and Minds Investments Limited (HM1.AX) ROE vs. Peers

How is HM1.AX’s ROE compared to its peers?

Hearts and Minds Investments Limited’s ROE is less than Djerriwarrh Investments Limited (4.46%), less than Mirrabooka Investments Limited (1.27%), less than Future Generation Global Limited (12.84%), less than WAM Global Limited (11.44%), less than Australian Ethical Investment Ltd. (53.47%), less than Carlton Investments Limited (4.00%), less than Future Generation Australia Limited (6.93%), less than EQT Holdings Limited (8.01%), less than MyState Limited (5.90%), less than Cuscal Ltd. (7.80%),

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