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WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.
WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.Read Transcript
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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.
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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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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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?
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.
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.
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.
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.
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.
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.
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.
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.
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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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.
