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.

June 2, 2024

What's next for Guzman y Gomez?

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.

May 15, 2024

The asset class that outperforms when the economy doesn't

Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.

April 30, 2024

Magellan decode the Magnificent Seven

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

April 12, 2024

Expert: Joe Wright – Three ways to invest in resources

Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.

April 4, 2024

Talk Money To Me | AI Special & Investment Opportunities

Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence. You can listen below.

March 25, 2024

Mastering the world of payments

For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.

March 18, 2024

13 stocks Munro is backing for the long-term

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally.

March 7, 2024

The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings

In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.

February 26, 2024

Chipping away at the semiconductor market

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.

February 8, 2024

Aussie Mining Giant Skyrocketed 26% for 17 Years: What's Next?

Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).

December 14, 2023

Special Guest Series: Kristo Käärmann

Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.

October 17, 2023

Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)

2022 Sohn Hearts & Minds Investment Leaders Conference Fund Managers - Catherine Allfrey and Anthony Aboud join Livewire Markets for a Buy Hold Sell episode.

September 25, 2023

Tribeca Investment Partners' Liu on Global Markets

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.

September 13, 2023

8 world-leading stocks to play 3 of investing's most pressing mega-trends

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared in a session at Livewire Live to answer a handful of crucial investor questions on Artificial intelligence Cloud computing, and the energy transition.

August 29, 2023

Munro Partners on stage at the Global Growth roadshow

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

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.