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
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.

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Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.
Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.
Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.
Long-time Conference Fund Manager Nick Griffin of Munro Partners with Climate Co-Portfolio Manager James Tsinidis to discuss what they think is the next big S curve.

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Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.
Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.
Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble.
Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.
Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.
Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".
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In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.
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.