Bell Potter LIC Weekly: Sohn Hearts and Minds Investment Conference

By Hayden Nicholson | More Articles by Hayden Nicholson

Bell Potter analyst William Gormly updates developments in the LIC market where in line with its investment strategy, Hearts and Minds Investments (HM1) will be refreshing the conference portfolio (which accounts for 35% of the total investment portfolio) over the coming weeks.

Bell Potter’s Indicative NTA tracks the ‘indicative’ movement of a LIC’s underlying NTA each month by monitoring the percentage movements of the disclosed holdings and using an index to track the movement of the remaining positions.

For full details refer to the detailed report below or click here to download your copy.

Hayden Nicholson

About Hayden Nicholson

Hayden Nicholson is an ETF/LIC Specialist at Bell Potter Securities. Hayden provides comprehensive coverage of the ETF and LIC sectors, producing a range of highly regarded reports covering investment fundamentals, asset class structure and cost, and the role of managed investments in portfolios.

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