Invest in the Journey: Recent Episodes
Munro Partners
Join Mike Harut and Nick Griffin in episode two of our Climate Series: Investing in Climate Change Leaders. In this episode they explore the rise of CATL as the global leader in electric vehicle (EV) batteries, highlight the company's strong market share, discuss potential risks and explore the opportunity for expansion into new areas like storage, recycling, and electrification of transport. In this series, we explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world works towards net zero GHG emissions. At Munro, we estimate that upwards of $50 trillion will be invested to make this transition possible, making it one of the biggest investment opportunities of our time.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com
Welcome to our Climate Series: Investing in Climate Change Leaders. In this series, we will explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world moves towards net zero. At Munro, we believe that upwards of $50 trillion will be invested to make this transition possible. Join Mike Harut and James Tsinidis in episode one, as they follow the money, uncover new opportunities, and explore how Munro is positioned to capitalise on what could be one of the greatest investment opportunities of our time.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com
🌍✈️ Research trips are a vital part of what we do as global growth investors. We value the opportunity to travel the world and see our portfolio companies in action. In this episode, CIO Nick Griffin and Investment Analyst Nicky Sun dive into their recent research trip to San Francisco and New York. They outline some of the new ideas and innovations they learnt while overseas, discuss the standout companies that they met with and share how their findings continue to shape Munro's investment outlook.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com
In this episode, Responsible Investment Manager Mike Harut and Investment Analyst Daniel Condon sit down to explore the growing momentum behind nuclear energy. As the world seeks a source for clean baseload power, nuclear energy is back in focus with support from tech giants, major policy shifts, and new investment opportunities. Learn how Munro is engaging with leading companies and what this transition means for investors.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com
In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opportunities they're seeing across our different Areas of Interest.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com
In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to the US with investment team members Jean, Jeremy and James, where they gained valuable insights on some of the companies in our investment universe.
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and Novo Nordisk performed.
If you haven't listened to Part One yet, listen to it here https://www.podbean.com/eas/pb-42rvi-16b890d
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.
Any of the episodes mentioned in this podcast can be found on our website munropartners.com.au
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy.
munropartners.com.au
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.
munropartners.com.au
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions.
munropartners.com.au
Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up?
In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia.
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Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our investment analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q4 earning season.
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Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia's latest earnings results, its impact on the AI landscape and whether or not he thinks it's a bubble.
munropartners.com.au
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Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this video is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au.
In this episode, join CIO Nick Griffin as he recaps the key market trends, investment strategies, and economic events that shaped 2023. Nick also provides his thoughts on what the emerging trends will be for 2024 and how the Munro Funds are positioned for the new year.
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The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop28 conference. He runs us through some of the outcomes from the conference, how Munro is targeting investments in the climate landscape and some of the less obvious solutions to decarbonising the planet.
The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
In this exciting episode, Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of a company we have liked for a very long time and one that currently features in a few of our portfolios. They cover a range of topics from the company’s mission to their plans for the future.
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Kieran's Sohn Hearts & Minds Pitch: watch it here
The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
In this collaboration episode with Livewire Markets, Munro's Portfolio Managers James Tsinidis and Kieran Moore sit down with guest host, Chris Conway, Livewire Market's Managing Director, to discuss some key takeaways from the latest earnings season.
website: munropartners.com.au
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The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape and, of course, the team's thoughts on cryptocurrency.
website: munropartners.com.au
FSG: Read it here
The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
After returning from a research trip in the US, Partner & Portfolio Manager Kieran Moore and Investment Analyst, Dan Condon sat down to talk about the companies they met with, their key learnings and Tesla's Investor Day.
website: munropartners.com.au
FSG: Read it here
The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
In celebration of International Women's Day 2023, some of Munro's staff sat down to discuss their journeys as women in financial services and their hopes for the industry moving forward.
Thanks to Compliance Manager Lechelle Hooper, Partner & Financial Controller Joanna Tan and Portfolio Manager Qiao Ma for their thoughtful conversation.
The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
This episode of Invest in the Journey podcast sees Partner & Portfolio Manager, James Tsinidis dive into the stock story of Liberty Media: Formula One.
website: munropartners.com.auFSG: Read it hereThe information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
We’re back with the second instalment of the Meet the Team series, delving into the staff at Munro to hear about their journeys in investing, work and life. In this episode, we talk to Lechelle Hooper, Compliance Manager at Munro. website: munropartners.com.auFSG: Read it hereThe information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates, nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
In this episode, Partner & Portfolio Manager, Jeremy Gibson and Partner & Senior Investment Analyst, Haydn Potgieter, unpack the Q4 results season. Read the full disclaimer
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Kicking off our first episode of 'Meet the Team', Operations Analyst Josh Watts talks about his journey from football to finance, and what a typical day looks like in his role.website: munropartners.com.auFSG: Read it hereThe information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. ast performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
Kicking off Season 2 of Invest in the Journey Podcast, Munro's Responsible Investment Manager, Mike Harut, breaks down ESG.website: munropartners.com.auFSG: Read it hereThe information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. ast performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
Munro Founding Partners Nick Griffin and Ronnie Calvert sit down to chat through events that happened in 2022. website: munropartners.com.auFSG: Read it here The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. ast performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
In this episode, Climate Co-lead & Portfolio Manager James Tsinidis and Responsible Investment Manager Mike Harut delve into nuclear energy and where Munro sits on the controversial topic.The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop27 conference.
The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
Partner & Portfolio Manager, Kieran Moore, sat down with Dan Condon and Subbu Kumar, Munro's Investment Analysts to discuss the latest results season.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
The Sohn Hearts & Minds (SH&M) Conference is one week away and we are delighted to have Maggie O'Neill, Head of Marketing at SH&M, join Nick Griffin, our CIO, to discuss the annual one-day event which brings the investment community together for philanthropic purposes - having raised over $30m since 2016 for medical research.
In this episode, we delve into history of SH&M, Munro Partners' involvement and try to squeeze a little information out of Nick on his upcoming stock pitch this year.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
Innovative Health is the first AoI to kick off our Areas of Interest series. Partner and Portfolio Manager Jeremy Gibson takes us through a deep-dive into the healthcare sector and how it's a structural change happening in our world today.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
In this episode Partner and Portfolio Manager Kieran Moore runs us through some of the highlights from the latest earnings season.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
Munro Partner's Partner & Portfolio Manager Kieran Moore, outlines the capital preservation tools that the investment team has at their disposal and in what scenarios each tool may be used.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
Munro Partner's Responsible Investment Manager, Mike Harut and Partner, Portfolio Manager and Climate Co-lead, James Tsinidis, discuss the climate tailwinds created by the passing of the Inflation Reduction Act in the US.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
Partner and Portfolio Manager, Jeremy Gibson, talks to the journey that the Munro Partner's long-only strategy has been on, where the portfolio is currently positioned, as well as his view on the months and years ahead.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to included or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licencee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
Australia closed its international borders for two years throughout the pandemic, which meant Munro’s Canadian and Australian offices were forced to connect through purely digital mediums. Until recently. After a Munro roadshow across Canada, our Canadian team members, Akilan Karuna and Kabi Thaya, have travelled ‘down under’ to catch up with their Melbournian colleagues.
In episode 2 of Invest in the Journey podcast, Communications Manager, Taylor Bree sits down with Portfolio Manager, Jeremy Gibson and Senior Investment Analyst, Haydn Potgieter who recently returned from the Morgan Stanley Tech Conference in San Francisco. They discuss the importance of attending conferences and their experience of attending their first in person conference in a post-COVID world.
In the very first episode of Invest in the Journey podcast, Communications Manager Taylor Bree sat down with the three Founding Partners, Nick Griffin, Jon Spensley and Ronald Calvert to hear why they started Munro Partners.