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
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners (HM1 Core Fund Manager).

Discover the key takeaways on US earnings season—Big Tech, AI and more. Plus, fresh market insights on inflation, potential rate cuts and the latest edition of Pimp my Portfolio.

Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities.

Discover the next chapter for GYG—what’s changed, what hasn’t, and what Steven’s learned along the way. It’s a candid look at what it takes to lead through hypergrowth without losing the heart of the brand.
In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.

In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and Portfolio Manager at Magellan.
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.

TDM Growth Partners had the pleasure of speaking with Owen Jennings, the product leader of one of the world’s most influential tech companies - Block Inc (NYSE:XYZ).
“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. Nick joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion.

It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.
Munro Partners recently shared a stock story on Nvidia, one of their recommended stocks for HM1's Core Portfolio.

Alan Pullen sits down with Equity Mates to discuss the current market landscape, how investors can navigate an AI-driven environment, and the big question on everyone’s mind: are we in a stock market bubble?
Rokt’s revenue has grown more than eightfold. The company is now strongly profitable and has built on its original insight - the power of relevancy. Tune in for Rokt’s next chapter of growth.
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.