Discover Equity Mates 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.
Meta and Microsoft surprise, Aussie rate cuts “locked in” & Pimp my Portfolio
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.
Meta and Microsoft surprise, Aussie rate cuts “locked in” & Pimp my Portfolio
May 5, 2025
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.Read Transcript
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May 7, 2025
On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners (HM1 Core Fund Manager).
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April 29, 2025
Three investment sectors offering growth, innovation and opportunity
Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities.
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May 26, 2025
Less than 5% of stocks are “genuine winners” – here’s how to find them
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.
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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.
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February 25, 2025
2025: Where to Find Market Opportunities
There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
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February 7, 2025
Magellan's Elisa Di Marco - 3 Trends That Will Define The Next Decade
Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).
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January 6, 2025
Qiao Ma: finding killer companies, surviving the GFC & why founders win
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
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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.
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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.
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December 9, 2024
Nick Griffin – The Nvidia story is not over
Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.
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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?
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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.
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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.
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October 11, 2024
Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas
Hall of Fame alumni Chris Kourtis of Ellerston Capital joins Livewire to analyse high conviction stock picks.
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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.
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August 8, 2024
Here’s how this climate fund smashed the market
The Australian Financial Review spoke to James Tsinidis, co-portfolio manager of Munro Partners Climate Change Leaders Fund.
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July 29, 2024
From Resilient Retailers to Struggling Brands
Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.
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July 7, 2024
Investors chasing the rally should get ready for an ‘upswing’
Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.
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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?
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June 11, 2024
Nine stocks to buy and hold forever
The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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March 6, 2024
Reporting Season | What You Need To Know
Previous 2023 Conference Fund Manager, Catherine Allfrey of WaveStone Capital recently joined the Finding Alpha podcast to discuss her views post Reporting Season.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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August 4, 2023
Regal's ultimate guide to microcap investing in 2023
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.
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July 31, 2023
CommSec TV: Jun Bei Liu of Tribeca Investment Partners
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.
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July 28, 2023
The only ASX stock with a return on equity of over 50%
Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.
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July 25, 2023
Behind the screens: The evolution of streaming services and the investment case for Netflix
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.
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July 25, 2023
GSFM Conversations: Climate Change Investment Opportunities
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.
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July 4, 2023
The Artificial Intelligence Era
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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July 2, 2023
The hidden gems in the Australian sharemarket
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.
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May 29, 2023
GSFM Conversations: Munro Partners discuss growth equities
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.
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May 26, 2023
Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)
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.
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May 18, 2023
The key characteristics Zenith looks for when rating funds
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.
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May 17, 2023
Aggressive climate targets spell opportunity for investors
Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.
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April 26, 2023
Stock Story: Mastercard
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.
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March 18, 2023
How worried should Australians be about the US banking crisis?
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.
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March 8, 2023
How Jun Bei Liu became the $1.2 billion portfolio manager she is today
Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.
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February 28, 2023
Invest in the Journey: Stock Story of Liberty Media
Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.
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December 9, 2022
2Fold: Investing for Impact - Michael Traill AM
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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August 5, 2022
Invest in the Journey: Munro's long-only strategy
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.
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July 28, 2022
Munro Partners: Advanced Micro Devices
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.
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July 10, 2022
Jun Bei Liu: Meet the Australian $1bn fund manager
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.
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April 27, 2022
Munro Partners: The Next Big S Curve
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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March 22, 2022
Invest in the Journey: Munro Partners
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.
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February 22, 2022
Talk Ya Book: Nick Griffin, 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.
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January 19, 2022
Livewire: Jun Bei Liu's extraordinary journey
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.
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January 8, 2022
Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood
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.
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December 3, 2021
Regal Funds founder Phil King’s short share tips
An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.
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October 29, 2021
Manager Meetings: Hamish Corlett
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.
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September 15, 2021
Stock Story: Hello Fresh
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.
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September 1, 2021
Munro Partners on climate change
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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August 29, 2021
Jun Bei Liu shares key learnings from reporting season
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"?.
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June 25, 2021
Paradice funds chase emerging markets growth
Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.
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June 22, 2021
Invest like the Best Podcast: Howard Marks
Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.
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April 30, 2021
Talk Ya Book: Marcus Guzzardi
Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.
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April 26, 2021
Talk Ya Book: Phil King, Regal Funds
Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more.
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February 1, 2021
David Paradice ‘comfortable’ missing out on GameStop share surge
His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.
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January 15, 2021
Magellan's Douglass sticks with China tech
Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.
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December 29, 2020
Podcast: Paradice's key to unlocking small caps
Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!
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November 8, 2020
Personality the key in picking winning stocks: Qiao Ma
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
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April 26, 2020
‘Bear market has way to go’: Regal Funds’ King warns investors of ‘false dawns and sucker rallies’
Phil King, CIO of Regal Funds warns investors of 'false dawns and sucker rallies'. King calls for investors 'to be patient and wait for the bull market'.
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More Podcasts
December 10, 2024
Professor Jane Butler: Sparking Hope for Spinal Cord Injuries
In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.
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impact-podcasts
September 24, 2024
Asian Market Potential with Tom Naughton of Prusik
CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Mgmt. Tom shares his investment philosophy, the opportunities and challenges in Asian markets, and how his 2023 conference stock pick, Swire Pacific (0019.HK), delivered an impressive 30% return.
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investing
September 4, 2024
Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated over $70 million to medical research.
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investing
June 25, 2024
Navigating the Resource Sector with Jeremy Bond of Terra Capital
In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.
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investing
June 11, 2024
Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care
Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.
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impact-podcasts
May 28, 2024
Investment Insights: Rikki Bannan on Top Picks and Trends
Join us for an engaging episode featuring Rikki Bannan, Portfolio Manager of IFM Investors and HM1 Conference Fund Manager. This episode explores Rikki's career journey, investment strategies, and her 2023 conference stock pick, Telix Pharmaceuticals (ASX.TLX).
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investing
December 6, 2023
Peter Cooper talks building and instilling a culture of humility and excellence
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors (Core Fund Manager). A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds.
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investing
November 28, 2023
Jun Bei Liu on her high conviction investment strategy
In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.
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investing
November 21, 2023
The world of rare genetic disease research
In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children.
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impact-podcasts
November 14, 2023
Learn what makes a high conviction investment and how to avoid short-term noise
In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.
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investing
November 7, 2023
Delve into the world of kids critical care and trauma research
In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.
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impact-podcasts
October 31, 2023
Where Regal's Phil King is searching for opportunities
HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now. Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning.
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investing
October 24, 2023
Preventing recurrent miscarriages and birth defects
In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects.
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impact-podcasts
October 17, 2023
Nick Griffin on how he finds global winners
In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro.
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investing
October 10, 2023
How A/Prof Matt Call is teaching our body to kill cancer
In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells.
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impact-podcasts
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.
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investing
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.
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investing
