In Conversation: Nick Griffin

Climate change and digital disruption are key areas of interest for Nick Griffin and Munro Partners team. Listen to this conversation as Nick discusses thematic investing and how the Munro Global Growth Fund is positioned to capitalise on these major investment themes. 

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March 31st, 2021
 

3 Takeaways Podcast: Howard Marks

Howard Marks (Oaktree Capital) discusses the most important things in investing and how the real accomplishment is to have profit potential disproportionate to the risk. He also shares how to get the odds on your side, why diversification is not a magic elixir and why stock prices could go much higher. 

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March 30th, 2021
 

Pandemic a catalyst for change, but only some of it lasting

Jun Bei Liu explains the lasting impacts of the coronavirus such as the accelerated rise of environmental, social and governance (ESG) investing, the changing work and consumption patterns and the opportunities these present to investors. 

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March 29th, 2021
 

Podcast: Cathie Wood, Inside the Rope

David Clark, host of the “Inside the Rope” podcast has recast an early episode with Cathie Wood of ARK Invest, a HM1 Conference Manager. In this episode Cathie discusses her investing journey, starting ARK Invest and ARK’s focus on disruptive innovation. 

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March 26th, 2021
 

Podcast: David Halpert, Indo Tekno

In this podcast interview, David Halpert, Founder of Prince Street Capital, reflects on his history of investing in emerging markets and discusses Prince Street's unique digital decolonisation strategy along with key tech-related initiatives taking place.

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March 9th, 2021
 

The Australian: Millionaire’s secret to picking right stocks

Peter Cooper, Founder and CIO of Cooper Investors shares his one simple rule for long-term success: the longer a company is controlled by its founder or their family the better. Read the reasons why in this article by The Australian.

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March 9th, 2021
 

Moving to their own beat: 2 great businesses at a discount

Chris Dixon (Cooper Investors) shares two great companies trading at a discount and why he believes value creation can be realised with these companies, regardless of what is happening to broader markets.

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March 2nd, 2021


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