Unique perspectives
bold insights
Explore articles and perspectives from the brightest minds in investment and medical research.
Munro Partners’ Nick Griffin on picking the few winners and avoiding the losers in global equities
Nick explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on structural themes that are providing the tailwinds from which winners will emerge.
Finding the edge: data, AI and active investing
Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions. Hear from Magellan on finding the edge and knowing how to use it.
Growth funds roar back as semiconductor stocks rocket
Munro Partners’ $1.7 billion Global Growth Fund was among the biggest beneficiaries of last month’s rally, returning 10 per cent in April thanks to its positions in Taiwan Semiconductor Manufacturing Company, Broadcom and Amazon.
10 Years of Hearts & Minds
To celebrate 10 years of Hearts & Minds, we brought together some of the remarkable people who have shaped our journey.
SLB’s Growth Outlook
This month we spoke with Conference Fund Manager Robert Mullin of Marathon Resource Advisors, who pitched SLB (SLB.NYSE) at the 2025 Sohn Hearts & Minds Conference.
Tech Stocks are Hot Again: What to Buy (and What to Sell)
In this episode of In the Money, Kieran Moore Munro Partners unpacks what’s driving the rebound in growth stocks - and why he’s becoming more selective. He highlights the sharp rise in AI usage (or “token demand”) is rapidly accelerating, and explains how this is creating both significant opportunities and disruption risk.
How science turned back the clock of human development to create a miracle blood stem cell
Many thought it could never be done. But three Murdoch Children’s Research Institute scientists recreated embryonic development to crack the blood stem cell code.
13 stock picks for an energy shock and an AI boom
It’s a confusing time for investors, as they weigh the world’s biggest oil disruption against the largest tech surge. The Australian Financial Review asked six experts for their tips.
Inside Guzman y Gomez: CEO Steven Marks on growth, margins and the US gamble
GYG founder and boss is looking beyond short-term market pressure, with big plans for the chain's US expansion. Tune in as he discusses the challenge of cracking the US market, the role of drive-throughs and delivery, and the company's focus on food quality, speed and value.
Nvidia has doubled in a year. This fundie says it’s undervalued
Kieran Moore is a portfolio manager focused on global equities at Munro Partners.
Finding opportunities in well-known names
Ryan Joyce of Magellan Investment Partners sits down with Equity Mates to discuss why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple.
AI disruption, real assets and opportunity in Australian equities
Magellan Investment Partners discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses.
5 big names reshaping the future - and 2 more offering growth
Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
3 knockout growth stocks from Munro's Qiao Ma
In this interview with Livewire Markets, Qiao explains how Munro manages risk when markets shift, where she sees the most exciting growth opportunities emerging, and three stocks she believes are particularly well positioned today.
Howard Marks is the king of common sense. His AI verdict is chilling
The Oaktree Capital Management co-founder says artificial intelligence may be moving too quickly for society to adapt. But, there’s one group he believes is safe.
Outlook for global equities: what could surprise markets in 2026
Magellan Portfolio Managers' Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.
Qiao Ma on life in the ‘Darwinian’ world of funds management
The globetrotting stock picker, who reads dense corporate history books for fun, says AI will only replace those people who don’t know how to use it.
Why GYG’s Steven Marks refuses to compromise on quality
Founder of Guzman y Gomez, Steven Marks, joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US.
WINNING THE ROOM with Portfolio Manager Vihari Ross
Fresh off the Sohn Hearts & Minds Conference stage, Vihari Ross of Antipodes joins the WINNING THE ROOM podcast to share insights on AI, tech, and the value of human connection.
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.
New Portfolio Positions: SAP and adidas
Magellan Investment Partners, recently recommended two new positions to the portfolio, both listed in Germany: SAP (SAP.ETR) and adidas (ADS.ETR).
What top fundies learned in 2025, and how they'll act on it 2026
With 2025 almost in the rearview mirror, Livewire Markets spoke to some of Australia's top fund managers to reflect on the lessons they learned (or relearned) and how it's informing their strategy going forward.
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.
Six themes that matter most for Listed Infrastructure investors in 2026
Several forces are emerging that Magellan believe will meaningfully shape the outlook for listed infrastructure. These are not just abstract themes but real shifts already influencing markets and investor positioning.
Statement on Bondi Terror Attack
Hearts & Minds has longstanding and deep connections with the Jewish community via local and international donors, speakers, volunteers and the Sohn Conference Foundation.
