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Munro Partners | Wrapping up the year that was and looking to the year ahead
Chief Investment Officer, Nick Griffin of Munro Partners (HM1 Core Fund Manager) reflects on 2025, and outlines how the team are positioning to take on 2026.
Invest in the Journey Podcast
Munro Partners | Wrapping up the year that was and looking to the year ahead
Chief Investment Officer, Nick Griffin of Munro Partners (HM1 Core Fund Manager) reflects on 2025, and outlines how the team are positioning to take on 2026.Read Transcript
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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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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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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.
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.
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.
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.
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.
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.
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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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"?.
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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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.
