In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. 

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York. 

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

CEO Bruce Flatt alongside the management team are by far the largest shareholders and have taken Brookfield from a struggling conglomerate in the 1990s into an investment powerhouse with a value investing framework largely focused on real assets.

Listen to episode one with CIO Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. 

We’re excited to announce that we have made our first donation to a beneficiary in Western Australia, Harry Perkins Institute of Medical Research. Read their media release here.

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently featured on Livewire Markets' 'The Rules of Investing' podcast to discuss quality growth and one stock he would love to own forever.

After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.

Philip King of Regal Funds Management and Tim Carleton of Auscap Asset Management recently joined Livewire’s "Opportunities beyond "houses and holes" on the ASX" session to discuss the pockets of opportunity in an otherwise challenged market.

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared in a session at Livewire Live to answer a handful of crucial investor questions on Artificial intelligence Cloud computing, and the energy transition.

Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.

Jun Bei Liu from Tribeca Investment Partners believes the travel industry could be the next to feel the pinch, with indications that the best times are in the rearview for Qantas and Flight Centre.

Craig is incredibly passionate about the Australian tech industry, and believes there is more opportunity today than at any point in his three-decade career. Watch the full interview here.

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared on Finding the Front podcast sharing his expertise in the world of global investing. 

Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience. 

Jun Bei Liu from Tribeca Investment Partners told BBC that China's latest interest rate move is unlikely to have a major impact but does indicate the Chinese government's commitment to reviving the economy.

Investors looking to benefit from the growth in technology stocks due to the boom in AI should recognise that established companies are more likely to benefit as they have the structures to implement it.

Jun Bei Liu, Portfolio Manager of Tribeca Investment Partners (Core and Conference Fund Manager), recently featured on ausbiz to delve into the Reporting Season and provide her outlook for FY24.

Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps. 

Jeremy Gibson, Portfolio Manager at Munro Partners recently featured on Livewire for his take on the macro conditions, why the glass is half full, and the opportunities the Munro team is pursuing. 

New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference. You can watch his pitch here.

Bob Desmond, Head of Claremont Global recently featured on Livewire to discuss the strong performance from big tech stocks, as well as two other stocks within the consumer discretionary and healthcare sectors.

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.

Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.

Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners and Qiao Ma of Munro Partners (Core Fund Manager) share their views on the immense potential in both global and local markets.

In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund. 

In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.