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.
Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
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.

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.
Kieran Moore is a portfolio manager focused on global equities at Munro Partners.

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.
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.
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.
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.
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.