Third Point
Structured Credit Fund: Firm-wide US$24bn AUM · Publicly traded corporate bonds & loans across developed markets
Structured Credit Fund: Firm-wide US$24bn AUM · Publicly traded corporate bonds & loans across developed markets
https://www.thirdpoint.com/
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Solving the genetic causes of autoimmune diseases
Mapping hundreds of risk markers to better understand how these diseases develop and progress
Advancing treatment options for type 1 diabetes
Improving blood glucose and reducing insulin needs.
Revealing what drives PSP
Mapping the biological changes behind progressive supranuclear palsy in the brain.
Rethinking Osteoarthritis
Building new insights into one of Australia's most common and disabling conditions.
A new approach to Parkinson’s Disease
Exploring nerve stimulation as a potential treatment.
Unlocking the mysteries of the human brain
The Sydney Brain Bank is helping researchers uncover the causes of neurodegenerative disease and build a future with better diagnosis, treatment and prevention.
Revolutionising Diabetes Care
Improving diabetes care has the potential to transform individual health outcomes while strengthening the wellbeing of entire communities.
Next generation CAR T-cell therapy for cancer
The Call Lab at WEHI is pioneering innovative approaches to find this ‘goldilocks zone’, making CAR T-cell therapy safer and more effective.
Stock Spotlight | Puuilo
Puuilo is a Finnish retail chain known for its wide product range, affordable prices, convenient locations and easy shopping experience.
The changing world order and what it means for investors
Michael Allen, Managing Director and Partner at Beacon Global Strategies, chats to Alan Pullen of Magellan Investment Partners about the current geopolitical landscape.
Earnings season wrap-up: the structural changes driving markets
Munro Partners' Investment Analysts, Ben Chamberlain, Dan Condon and Nicky Sun unpack the key insights from Q1 2026 earnings season and what they mean for Munro's Areas of Interest.
‘No from us’: Antipodes avoids SpaceX but likes this AI stock instead
Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.
Plato, Munro invest in SpaceX as rival funds wait for the sellers
“We love the company and, like any Elon company, it is unique and has amazing long-term opportunities, but the price is a little hard to stomach, so hopefully we get a better opportunity,” said Griffin.
Stock Spotlight | Contemporary Amperex Technology
Contemporary Amperex Technology (3750.HK) has recently been added to the HM1 portfolio, following a recommendation from Munro Partners.
Munro Partners’ Nick Griffin on picking the few winners and avoiding the losers in global equities
Nick explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on structural themes that are providing the tailwinds from which winners will emerge.
Finding the edge: data, AI and active investing
Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions. Hear from Magellan on finding the edge and knowing how to use it.
Growth funds roar back as semiconductor stocks rocket
Munro Partners’ $1.7 billion Global Growth Fund was among the biggest beneficiaries of last month’s rally, returning 10 per cent in April thanks to its positions in Taiwan Semiconductor Manufacturing Company, Broadcom and Amazon.
10 Years of Hearts & Minds
To celebrate 10 years of Hearts & Minds, we brought together some of the remarkable people who have shaped our journey.
SLB’s Growth Outlook
This month we spoke with Conference Fund Manager Robert Mullin of Marathon Resource Advisors, who pitched SLB (SLB.NYSE) at the 2025 Sohn Hearts & Minds Conference.
Tech Stocks are Hot Again: What to Buy (and What to Sell)
In this episode of In the Money, Kieran Moore Munro Partners unpacks what’s driving the rebound in growth stocks - and why he’s becoming more selective. He highlights the sharp rise in AI usage (or “token demand”) is rapidly accelerating, and explains how this is creating both significant opportunities and disruption risk.
How science turned back the clock of human development to create a miracle blood stem cell
Many thought it could never be done. But three Murdoch Children’s Research Institute scientists recreated embryonic development to crack the blood stem cell code.
13 stock picks for an energy shock and an AI boom
It’s a confusing time for investors, as they weigh the world’s biggest oil disruption against the largest tech surge. The Australian Financial Review asked six experts for their tips.
Inside Guzman y Gomez: CEO Steven Marks on growth, margins and the US gamble
GYG founder and boss is looking beyond short-term market pressure, with big plans for the chain's US expansion. Tune in as he discusses the challenge of cracking the US market, the role of drive-throughs and delivery, and the company's focus on food quality, speed and value.
Nvidia has doubled in a year. This fundie says it’s undervalued
Kieran Moore is a portfolio manager focused on global equities at Munro Partners.
Finding opportunities in well-known names
Ryan Joyce of Magellan Investment Partners sits down with Equity Mates to discuss why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple.
AI disruption, real assets and opportunity in Australian equities
Magellan Investment Partners discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses.
