Insights

Unique perspectives

bold insights

Explore articles and perspectives from the brightest minds in investment and medical research.
All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
July 1, 2025

Nick Griffin on finding stocks that can double earnings in 5 years

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.

Read More
news-from-the-network
Steven Marks presenting at the 2023 Sohn Hearts & Minds Conference in Sydney.
June 27, 2025

Still Obsessed - Steven Marks, Co-Founder and Co-CEO Guzman y Gomez

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.

Read More
news-from-the-network
June 23, 2025

Buy Hold Sell: 2 standout ASX names for FY26

James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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).

Read More
news-from-the-network
May 5, 2025

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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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).

Read More
news-from-the-network
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.

Read More
news-from-the-network
Argonaut’s David Franklyn, Terra Capital’s Jeremy Bond and Perennial’s Sam Berridge. Resources funds are ready to bounce back. Picture: Bethany Rae
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.

Read More
news-from-the-network
The new year offers plenty of potholes for investors, so we’re looking long term. Picture: David Rowe
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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?

Read More
news-from-the-network
Ellerston Capital’s Chris Kourtis appeared at the Sohn Hearts and Minds conference on Friday. Picture: Ben Searcy.
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.

Read More
news-from-the-network
Tech pioneer Paul Bassat said incumbent companies will be hit hard by AI start-ups. Picture: Ben Searcy
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
Munro Partners’ James Tsinidis has Nvidia in his fund’s top holdings. Picture: Eamon Gallagher
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.

Read More
news-from-the-network
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.

Read More
news-from-the-network
Any price weakness should be used to reset exposures for the next economic upswing and rate-cutting cycle. Picture: Bloomberg
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.

Read More
news-from-the-network
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?

Read More
news-from-the-network
back to top