According to Munro Partners’ Portfolio Manager Qiao Ma, only 5% of the companies the team looks at are “genuine winners” – a reality she describes as “really humbling” as a stock picker.
Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.



Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.Read Transcript
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.

Founder of Guzman y Gomez, Steven Marks, joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US.

The globetrotting stock picker, who reads dense corporate history books for fun, says AI will only replace those people who don’t know how to use it.

The Oaktree Capital Management co-founder says artificial intelligence may be moving too quickly for society to adapt. But, there’s one group he believes is safe.
Magellan Portfolio Managers' Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.
In this interview with Livewire Markets, Qiao explains how Munro manages risk when markets shift, where she sees the most exciting growth opportunities emerging, and three stocks she believes are particularly well positioned today.
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.


There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.

With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.
Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.