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
Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.

Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.
Tune in to hear from Michael Traill AM, Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation, and HM1 Board Director.
.jpg)
Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?
The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.
Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.

Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.

In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.

The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.