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

Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.
Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.


In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.
In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund.

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.
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Jun Bei Liu of Tribeca Investment Partners shares her insights with The Australian Financial Review on where investors can uncover hidden gems in the Australian market for potential growth and profitability.
Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.
David Wright, Co-founder of Zenith Investment Partners and member of HM1 Investment Committee recently spoke with Livewire about key characteristics Zenith looks for when rating funds.

Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.


Read the latest Stock Story from Magellan (Core Fund Manager) about one of one of our Core Holdings, Mastercard. In the article, Magellan tap into the underlying layers that support the consistency and strength of the business.
Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis.
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.