Less than 5% of stocks are “genuine winners”

May 26, 2025

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

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.

‍

Posted

News from the Network

May 26, 2025

Livewire

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.

‍

Disclaimer: This material has been prepared by Livewire, published on May 26, 2025. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

May 31, 2026

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.

June 11, 2026

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.

June 11, 2026

‘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.

June 30, 2026

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.

June 24, 2026

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.

July 1, 2026

There are no bears in Taipei: what a research trip revealed about the AI infrastructure buildout

What happens when you spend two weeks meeting the companies building the AI revolution? CIO Nick Griffin and Investment Analyst Jean Huang share their biggest insights from Taiwan.

July 20, 2026

Magellan Global Opportunities Quarterly Update July 2026

Portfolio Managers Alan Pullen and Ryan Joyce of Magellan Investment Partners discuss the key drivers behind strong global equity market returns, including the receding risk from high energy prices and the surge in semiconductor and data centre supply chain stocks.

March 3, 2025

The investing megatrends you can’t ignore (and some you should rethink)

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.

January 6, 2025

Resources fundies reveal top picks ahead of ‘stellar’ 2025

Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.

December 28, 2024

10 top fund managers reveal their long-term stock picks

With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.

November 26, 2024

How Trump will impact equity markets

The United States has spoken. President Trump has returned to the White House. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?

Ellerston Capital’s Chris Kourtis appeared at the Sohn Hearts and Minds conference on Friday. Picture: Ben Searcy.

November 18, 2024

These rock-star stock picks could get markets talking next year

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.

Tech pioneer Paul Bassat said incumbent companies will be hit hard by AI start-ups. Picture: Ben Searcy

November 15, 2024

AI start-ups a threat to incumbent big companies

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.

September 16, 2024

With Purpose podcast with Michael Traill

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.

June 19, 2024

Nvidia became the biggest company in the world. Now what?

Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?

October 3, 2023

Understanding the 4 pillar framework underpinning a high conviction strategy

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.

No results found.

Please try a different search keyword or filter.