Invest in the Journey https://investinthejourney.podbean.com Join Munro Partners as we navigate the journey of growth investing. Fri, 06 Mar 2026 16:08:09 +1100 https://podbean.com/?v=5.5 en-au au Copyright 2023 All rights reserved. Business:Investing 1440 episodic Munro Partners Munro Partners No false https://feed.podbean.com/investinthejourney/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/15923135/Asset_1ajahz.png Invest in the Journey https://investinthejourney.podbean.com 144 144 International Women's Day 2026 International Women's Day 2026 https://investinthejourney.podbean.com/e/international-womens-day-2026/ https://investinthejourney.podbean.com/e/international-womens-day-2026/#comments Fri, 06 Mar 2026 16:08:09 +1100 investinthejourney.podbean.com/024b4d0e-e98a-33db-8d95-c71c8c19c2b2 This International Women’s Day, Communications Designer Annmarie Nocera sits down with Investment Analysts Nicky Sun and Jean Huang and Junior Trader Sophia Hollingshed to discuss their career journeys, roles at Munro, and what keeps them motivated.

Performance reference: Alphabet shares increased approximately 65% between Jan 2025 and Dec 2025.

Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this podcast may change at any time after the date of issue. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should obtain independent advice from a licensed professional adviser. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this podcast. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. This podcast was recorded on 27 February 2026.  

]]> This International Women’s Day, Communications Designer Annmarie Nocera sits down with Investment Analysts Nicky Sun and Jean Huang and Junior Trader Sophia Hollingshed to discuss their career journeys, roles at Munro, and what keeps them motivated.

Performance reference: Alphabet shares increased approximately 65% between Jan 2025 and Dec 2025.

Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this podcast may change at any time after the date of issue. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should obtain independent advice from a licensed professional adviser. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this podcast. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. This podcast was recorded on 27 February 2026.  

]]> Munro Partners false No 1050 46 full Earnings season wrap up Earnings season wrap up https://investinthejourney.podbean.com/e/earnings-season-wrap-up/ https://investinthejourney.podbean.com/e/earnings-season-wrap-up/#comments Fri, 06 Mar 2026 09:27:43 +1100 investinthejourney.podbean.com/d051ba2f-61c6-3719-9c2c-431c8359672a Investment Analysts Dan Condon and Ben Chamberlain unpack key insights from the most recent reporting season, exploring companies within some of our Areas of Interest like Climate and Digital Enterprise, and whether or not investment convictions were strengthened or changed.

Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this podcast may change at any time after the date of issue. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should obtain independent advice from a licensed professional adviser. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this podcast. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. This podcast was recorded on 27 February 2026. 

]]> Investment Analysts Dan Condon and Ben Chamberlain unpack key insights from the most recent reporting season, exploring companies within some of our Areas of Interest like Climate and Digital Enterprise, and whether or not investment convictions were strengthened or changed.

Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this podcast may change at any time after the date of issue. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should obtain independent advice from a licensed professional adviser. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this podcast. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. This podcast was recorded on 27 February 2026. 

]]> Munro Partners false No 1731 47 full Wrapping up the year that was and looking to the year ahead Wrapping up the year that was and looking to the year ahead https://investinthejourney.podbean.com/e/wrapping-up-the-year-that-was-and-looking-to-the-year-ahead/ https://investinthejourney.podbean.com/e/wrapping-up-the-year-that-was-and-looking-to-the-year-ahead/#comments Fri, 19 Dec 2025 11:50:28 +1100 investinthejourney.podbean.com/e8c8600b-0d8a-399d-bc89-835245c0d26a In this episode, CIO Nick Griffin reflects on 2025, and outlines how the team are positioning to take on 2026. 

 

The information provided by Munro Partners is general information only. This podcast is not intended to include or constitute financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.  This information has been prepared without taking account of the objectives, financial situation or needs of individuals. You should obtain independent advice from a licensed professional adviser before making any investment decision. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Munro Partners is a corporate authorised representative CAR 1244894 of Munro Asset Management Limited, AFSL 480509. Past performance information in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. Neither Munro Partners, GSFM Responsible Entity Services nor any related entity guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund. No representation or warranty is made concerning the accuracy of any data contained in this document. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GSFM Responsible Entity Services) is the responsible entity of the Munro Global Growth Fund ARSN 612 854 547 APIR MUA0002AU (MGGF); the Munro Concentrated Global Growth Fund ARSN 630 173 189 APIR GSF9808AU (MCGGF) and the Munro Climate Change Leaders Fund ARSN 654 018 952 APIR GSF1423AU (MCCL); and the Munro Global Growth Small and Mid Cap Fund ARSN 670 777 885 (Fund) APIR GSF0874AU (SMID), together the “Funds”. This podcast was recorded on 17 December 2025.

]]> In this episode, CIO Nick Griffin reflects on 2025, and outlines how the team are positioning to take on 2026. 

 

The information provided by Munro Partners is general information only. This podcast is not intended to include or constitute financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.  This information has been prepared without taking account of the objectives, financial situation or needs of individuals. You should obtain independent advice from a licensed professional adviser before making any investment decision. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Munro Partners is a corporate authorised representative CAR 1244894 of Munro Asset Management Limited, AFSL 480509. Past performance information in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. Neither Munro Partners, GSFM Responsible Entity Services nor any related entity guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund. No representation or warranty is made concerning the accuracy of any data contained in this document. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GSFM Responsible Entity Services) is the responsible entity of the Munro Global Growth Fund ARSN 612 854 547 APIR MUA0002AU (MGGF); the Munro Concentrated Global Growth Fund ARSN 630 173 189 APIR GSF9808AU (MCGGF) and the Munro Climate Change Leaders Fund ARSN 654 018 952 APIR GSF1423AU (MCCL); and the Munro Global Growth Small and Mid Cap Fund ARSN 670 777 885 (Fund) APIR GSF0874AU (SMID), together the “Funds”. This podcast was recorded on 17 December 2025.

]]> Munro Partners false No 1432 45 full Investing in Climate Change Leaders mini series: On the ground in China Investing in Climate Change Leaders mini series: On the ground in China https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series%c2%a0on-the-ground-in-china/ https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series%c2%a0on-the-ground-in-china/#comments Fri, 31 Oct 2025 15:17:33 +1100 investinthejourney.podbean.com/84273a7b-96de-3d79-a319-57f7c2240e92 In episode three of our Climate Series, Responsible Investment Manager Mike Harut sits down with Investment Analyst Tom Paul to unpack insights from Tom’s recent research trip to China - the centre of the global electric vehicle (EV) and battery revolution. Tom shares key takeaways from meetings with BYD, the world’s largest EV manufacturer, and CATL, a global leader in battery technology - exploring both the opportunities and challenges driving innovation in this critical sector.

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> In episode three of our Climate Series, Responsible Investment Manager Mike Harut sits down with Investment Analyst Tom Paul to unpack insights from Tom’s recent research trip to China - the centre of the global electric vehicle (EV) and battery revolution. Tom shares key takeaways from meetings with BYD, the world’s largest EV manufacturer, and CATL, a global leader in battery technology - exploring both the opportunities and challenges driving innovation in this critical sector.

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Munro Partners false No 1113 44 full Investing in Climate Change Leaders mini series: Batteries and CATL Investing in Climate Change Leaders mini series: Batteries and CATL https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series-batteries/ https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series-batteries/#comments Wed, 01 Oct 2025 09:30:00 +1000 investinthejourney.podbean.com/47522329-a9dd-3b6a-bf24-e85cecfc1f0f Join Mike Harut and Nick Griffin in episode two of our Climate Series: Investing in Climate Change Leaders. In this episode they explore the rise of CATL as the global leader in electric vehicle (EV) batteries, highlight the company's strong market share, discuss potential risks and explore the opportunity for expansion into new areas like storage, recycling, and electrification of transport. In this series, we explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world works towards net zero GHG emissions. At Munro, we estimate that upwards of $50 trillion will be invested to make this transition possible, making it one of the biggest investment opportunities of our time. 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Join Mike Harut and Nick Griffin in episode two of our Climate Series: Investing in Climate Change Leaders. In this episode they explore the rise of CATL as the global leader in electric vehicle (EV) batteries, highlight the company's strong market share, discuss potential risks and explore the opportunity for expansion into new areas like storage, recycling, and electrification of transport. In this series, we explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world works towards net zero GHG emissions. At Munro, we estimate that upwards of $50 trillion will be invested to make this transition possible, making it one of the biggest investment opportunities of our time. 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Munro Partners false No 947 43 full Investing in Climate Change Leaders mini series: The landscape Investing in Climate Change Leaders mini series: The landscape https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series-the-landscape/ https://investinthejourney.podbean.com/e/investing-in-climate-change-leaders-mini-series-the-landscape/#comments Mon, 01 Sep 2025 16:43:23 +1000 investinthejourney.podbean.com/135ca4e3-3800-3307-9865-64b8467ca79b Welcome to our Climate Series: Investing in Climate Change Leaders. In this series, we will explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world moves towards net zero. At Munro, we believe that upwards of $50 trillion will be invested to make this transition possible. Join Mike Harut and James Tsinidis in episode one, as they follow the money, uncover new opportunities, and explore how Munro is positioned to capitalise on what could be one of the greatest investment opportunities of our time.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Welcome to our Climate Series: Investing in Climate Change Leaders. In this series, we will explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world moves towards net zero. At Munro, we believe that upwards of $50 trillion will be invested to make this transition possible. Join Mike Harut and James Tsinidis in episode one, as they follow the money, uncover new opportunities, and explore how Munro is positioned to capitalise on what could be one of the greatest investment opportunities of our time.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Munro Partners false No 1133 42 full Uncovering growth opportunities from San Francisco & New York Uncovering growth opportunities from San Francisco & New York https://investinthejourney.podbean.com/e/uncovering-growth-opportunities-from-san-francisco-new-york/ https://investinthejourney.podbean.com/e/uncovering-growth-opportunities-from-san-francisco-new-york/#comments Wed, 02 Jul 2025 15:59:35 +1000 investinthejourney.podbean.com/30383648-b895-39cd-9976-6a4272572c73 🌍✈️ Research trips are a vital part of what we do as global growth investors. We value the opportunity to travel the world and see our portfolio companies in action. In this episode, CIO Nick Griffin and Investment Analyst Nicky Sun dive into their recent research trip to San Francisco and New York. They outline some of the new ideas and innovations they learnt while overseas, discuss the standout companies that they met with and share how their findings continue to shape Munro's investment outlook.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> 🌍✈️ Research trips are a vital part of what we do as global growth investors. We value the opportunity to travel the world and see our portfolio companies in action. In this episode, CIO Nick Griffin and Investment Analyst Nicky Sun dive into their recent research trip to San Francisco and New York. They outline some of the new ideas and innovations they learnt while overseas, discuss the standout companies that they met with and share how their findings continue to shape Munro's investment outlook.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com

]]> Munro Partners false No 1216 41 full Investing in the global nuclear energy renaissance Investing in the global nuclear energy renaissance https://investinthejourney.podbean.com/e/name-of-ep/ https://investinthejourney.podbean.com/e/name-of-ep/#comments Tue, 24 Jun 2025 14:31:08 +1000 investinthejourney.podbean.com/0cd6b65e-27a7-3cec-9c46-cd4b5a4cb5fb In this episode, Responsible Investment Manager Mike Harut and Investment Analyst Daniel Condon sit down to explore the growing momentum behind nuclear energy. As the world seeks a source for clean baseload power, nuclear energy is back in focus with support from tech giants, major policy shifts, and new investment opportunities. Learn how Munro is engaging with leading companies and what this transition means for investors.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com 

]]> In this episode, Responsible Investment Manager Mike Harut and Investment Analyst Daniel Condon sit down to explore the growing momentum behind nuclear energy. As the world seeks a source for clean baseload power, nuclear energy is back in focus with support from tech giants, major policy shifts, and new investment opportunities. Learn how Munro is engaging with leading companies and what this transition means for investors.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com 

]]> Munro Partners false No 1154 40 full Navigating 2025: Markets, Trump 2.0, AI & what’s next Navigating 2025: Markets, Trump 2.0, AI & what’s next https://investinthejourney.podbean.com/e/navigating-2025-markets-trump-20-ai-what-s-next/ https://investinthejourney.podbean.com/e/navigating-2025-markets-trump-20-ai-what-s-next/#comments Thu, 29 May 2025 14:05:29 +1000 investinthejourney.podbean.com/03cc5c6f-80fb-3dd7-a479-e670e030e43f In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opportunities they're seeing across our different Areas of Interest. 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com 

]]> In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opportunities they're seeing across our different Areas of Interest. 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com 

]]> Munro Partners false No 1495 39 full Wrapping up for the year: The sun did shine in 2024! Wrapping up for the year: The sun did shine in 2024! https://investinthejourney.podbean.com/e/wrapping-up-for-the-year-the-sun-did-shine-in-2024/ https://investinthejourney.podbean.com/e/wrapping-up-for-the-year-the-sun-did-shine-in-2024/#comments Fri, 20 Dec 2024 15:29:32 +1100 investinthejourney.podbean.com/f3604a78-9483-355c-ba4b-54cf2d79dcf4

In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]>

In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year.

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> Munro Partners false No 2065 38 full What opportunities have emerged from Nuclear SMRs? What opportunities have emerged from Nuclear SMRs? https://investinthejourney.podbean.com/e/what-opportunities-have-emerged-from-nuclear-smrs/ https://investinthejourney.podbean.com/e/what-opportunities-have-emerged-from-nuclear-smrs/#comments Fri, 01 Nov 2024 15:02:03 +1100 investinthejourney.podbean.com/6197a0e3-e6de-30f5-a8ac-333bfc7eae15 US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> Munro Partners false No 855 36 full Exploring investment opportunities: Nick Griffin's US research trip Exploring investment opportunities: Nick Griffin's US research trip https://investinthejourney.podbean.com/e/exploring-investment-opportunities-nick-griffins-us-research-trip/ https://investinthejourney.podbean.com/e/exploring-investment-opportunities-nick-griffins-us-research-trip/#comments Wed, 09 Oct 2024 15:29:23 +1100 investinthejourney.podbean.com/10a2fba1-bf06-3d99-a188-bf7328ed70b9 What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to the US with investment team members Jean, Jeremy and James, where they gained valuable insights on some of the companies in our investment universe. 

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to the US with investment team members Jean, Jeremy and James, where they gained valuable insights on some of the companies in our investment universe. 

 

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> Munro Partners false No 2008 35 full Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings https://investinthejourney.podbean.com/e/the-breakdown-on-q2-earnings-season-the-team-talk-nvidia-microsoft-novo-nordisk-and-many-other-portfolio-holdings/ https://investinthejourney.podbean.com/e/the-breakdown-on-q2-earnings-season-the-team-talk-nvidia-microsoft-novo-nordisk-and-many-other-portfolio-holdings/#comments Thu, 05 Sep 2024 08:57:51 +1000 investinthejourney.podbean.com/0e7e2c42-d445-3f93-b1b7-3371f951056a In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and Novo Nordisk performed.

If you haven't listened to Part One yet, listen to it here  https://www.podbean.com/eas/pb-42rvi-16b890d

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and Novo Nordisk performed.

If you haven't listened to Part One yet, listen to it here  https://www.podbean.com/eas/pb-42rvi-16b890d

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> Munro Partners false No 1652 34 full Part One - The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings Part One - The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings https://investinthejourney.podbean.com/e/the-breakdown-on-q2-earnings-season-the-team-talk-on-running-sharkninja-axon-and-other-portfolio-holdings/ https://investinthejourney.podbean.com/e/the-breakdown-on-q2-earnings-season-the-team-talk-on-running-sharkninja-axon-and-other-portfolio-holdings/#comments Wed, 04 Sep 2024 16:40:14 +1000 investinthejourney.podbean.com/978b0246-65e8-3d24-a6e9-8f27eaa07081 In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.

Any of the episodes mentioned in this podcast can be found on our website munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.

Any of the episodes mentioned in this podcast can be found on our website munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

]]> Munro Partners false No 1693 33 full The Stock Story Series: GE Vernova The Stock Story Series: GE Vernova https://investinthejourney.podbean.com/e/ge-vernova/ https://investinthejourney.podbean.com/e/ge-vernova/#comments Tue, 23 Jul 2024 14:30:38 +1000 investinthejourney.podbean.com/8fe6f282-4e12-3724-b5e2-a70feecf4ab5 As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. 

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. 

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 981 32 full The Stock Story Series: ASM International The Stock Story Series: ASM International https://investinthejourney.podbean.com/e/asm-international/ https://investinthejourney.podbean.com/e/asm-international/#comments Thu, 11 Jul 2024 10:30:26 +1000 investinthejourney.podbean.com/b7b3730d-2788-389d-ac1b-e1795be34452 As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 615 29 full The Stock Story Series: SharkNinja The Stock Story Series: SharkNinja https://investinthejourney.podbean.com/e/sharkninja/ https://investinthejourney.podbean.com/e/sharkninja/#comments Thu, 11 Jul 2024 10:27:24 +1000 investinthejourney.podbean.com/02920ed4-0e78-31cf-9db0-5b6483e98ee0 As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions.  

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions.  

munropartners.com.au

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 1008 30 full Nvidia became the biggest company in the world. Now what? Nvidia became the biggest company in the world. Now what? https://investinthejourney.podbean.com/e/nvidia-became-the-biggest-company-in-the-world-now-what/ https://investinthejourney.podbean.com/e/nvidia-became-the-biggest-company-in-the-world-now-what/#comments Wed, 19 Jun 2024 18:11:41 +1000 investinthejourney.podbean.com/98595440-ffeb-39b4-a28c-26a187de2423 Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out.  So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up? 

 

In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia.

munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out.  So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up? 

 

In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia.



munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 1721 27 full The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings https://investinthejourney.podbean.com/e/the-breakdown-on-q1-earnings-season-the-team-talk-nvidia-microsoft-meta-and-other-portfolio-holdings/ https://investinthejourney.podbean.com/e/the-breakdown-on-q1-earnings-season-the-team-talk-nvidia-microsoft-meta-and-other-portfolio-holdings/#comments Thu, 07 Mar 2024 14:31:48 +1100 investinthejourney.podbean.com/88c34ccd-1846-30ee-b742-539315e1c2b1 In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our Investment Analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q4 earning season. 

munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our Investment Analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q4 earning season. 

munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 1825 26 full Bubble or no bubble? Nick Griffin's thoughts on Nvidia's latest results Bubble or no bubble? Nick Griffin's thoughts on Nvidia's latest results https://investinthejourney.podbean.com/e/bubble-or-no-bubble-nick-griffins-thoughts-on-nvidias-latest-results/ https://investinthejourney.podbean.com/e/bubble-or-no-bubble-nick-griffins-thoughts-on-nvidias-latest-results/#comments Thu, 29 Feb 2024 16:39:18 +1100 investinthejourney.podbean.com/f262edc6-f840-3007-929f-62ad940d50c7 Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia's latest earnings results, its impact on the AI landscape and whether or not he thinks it's a bubble.

munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this video is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia's latest earnings results, its impact on the AI landscape and whether or not he thinks it's a bubble.

munropartners.com.au

FSG: Read it here

Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this video is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

]]> Munro Partners false No 1147 25 full Recapping and repositioning: Nick Griffin recaps 2023 and provides an outlook for 2024 Recapping and repositioning: Nick Griffin recaps 2023 and provides an outlook for 2024 https://investinthejourney.podbean.com/e/recapping-and-repositioning-nick-griffin-recaps-2023-and-provides-an-outlook-for-2024/ https://investinthejourney.podbean.com/e/recapping-and-repositioning-nick-griffin-recaps-2023-and-provides-an-outlook-for-2024/#comments Fri, 22 Dec 2023 11:35:26 +1100 investinthejourney.podbean.com/32debe12-0130-3bc8-80e1-5c6e3c417132 In this episode, join CIO Nick Griffin as he recaps the key market trends, investment strategies, and economic events that shaped 2023. Nick also provides his thoughts on what the emerging trends will be for 2024 and how the Munro Funds are positioned for the new year. 

munropartners.com.au

FSG: Read it here The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> In this episode, join CIO Nick Griffin as he recaps the key market trends, investment strategies, and economic events that shaped 2023. Nick also provides his thoughts on what the emerging trends will be for 2024 and how the Munro Funds are positioned for the new year. 

munropartners.com.au

FSG: Read it here

The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 1552 24 full 3x renewables, 2x efficiency, 1x passionate young activist: our key takeaways for COP28 3x renewables, 2x efficiency, 1x passionate young activist: our key takeaways for COP28 https://investinthejourney.podbean.com/e/3x-renewables-2x-efficiency-1x-passionate-young-activist-our-key-takeaways-for-cop28/ https://investinthejourney.podbean.com/e/3x-renewables-2x-efficiency-1x-passionate-young-activist-our-key-takeaways-for-cop28/#comments Tue, 19 Dec 2023 16:56:50 +1100 investinthejourney.podbean.com/1ad0be98-bc89-3343-bfbb-243a2db62214 Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop28 conference. He runs us through some of the outcomes from the conference, how Munro is targeting investments in the climate landscape and some of the less obvious solutions to decarbonising the planet. 

The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

]]> Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop28 conference. He runs us through some of the outcomes from the conference, how Munro is targeting investments in the climate landscape and some of the less obvious solutions to decarbonising the planet. 

The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

]]> Munro Partners false No 838 23 full Special Guest Series: Kristo Käärmann Special Guest Series: Kristo Käärmann https://investinthejourney.podbean.com/e/special-guest-series-kristo-kaarmann/ https://investinthejourney.podbean.com/e/special-guest-series-kristo-kaarmann/#comments Fri, 15 Dec 2023 09:34:48 +1100 investinthejourney.podbean.com/249d7acd-1355-3a99-bd18-afaa2af571e3 In this exciting episode, Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of a company we have liked for a very long time and one that currently features in a few of our portfolios. They cover a range of topics from the company’s mission to their plans for the future.

munropartners.com.au

Kieran's Sohn Hearts & Minds Pitch: watch it here

The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

]]> In this exciting episode, Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of a company we have liked for a very long time and one that currently features in a few of our portfolios. They cover a range of topics from the company’s mission to their plans for the future.

munropartners.com.au

Kieran's Sohn Hearts & Minds Pitch: watch it here

The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

]]> Munro Partners false No 1063 1 22 full Munro x Livewire: Earnings Season Review Munro x Livewire: Earnings Season Review https://investinthejourney.podbean.com/e/munro-x-livewire-earnings-season-review/ https://investinthejourney.podbean.com/e/munro-x-livewire-earnings-season-review/#comments Fri, 19 May 2023 14:20:00 +1000 investinthejourney.podbean.com/87dabe99-1e6d-312e-8db4-a9f5d2acad97 In this collaboration episode with Livewire Markets, Munro's Portfolio Managers James Tsinidis and Kieran Moore sit down with guest host, Chris Conway, Livewire Market's Managing Director, to discuss some key takeaways from the latest earnings season. 

 

website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> In this collaboration episode with Livewire Markets, Munro's Portfolio Managers James Tsinidis and Kieran Moore sit down with guest host, Chris Conway, Livewire Market's Managing Director, to discuss some key takeaways from the latest earnings season. 

 

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 1612 21 full Areas of Interest: Digital Payments Areas of Interest: Digital Payments https://investinthejourney.podbean.com/e/areas-of-interest-digital-payments/ https://investinthejourney.podbean.com/e/areas-of-interest-digital-payments/#comments Thu, 20 Apr 2023 15:16:19 +1000 investinthejourney.podbean.com/015d6afc-e5af-3aba-8a40-14b9e71fea59 When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape and, of course, the team's thoughts on cryptocurrency.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape and, of course, the team's thoughts on cryptocurrency. 

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 714 20 full Tesla, Trash & Texas: Kieran Moore and Dan Condon recap their trip to the US Tesla, Trash & Texas: Kieran Moore and Dan Condon recap their trip to the US https://investinthejourney.podbean.com/e/tesla-trash-texas-kieran-moore-and-dan-condon-recap-their-trip-to-the-us/ https://investinthejourney.podbean.com/e/tesla-trash-texas-kieran-moore-and-dan-condon-recap-their-trip-to-the-us/#comments Thu, 23 Mar 2023 09:33:39 +1100 investinthejourney.podbean.com/d33b3481-6f1c-3756-aedd-27c3b5a7d2a8 After returning from a research trip in the US, Partner & Portfolio Manager Kieran Moore and Investment Analyst, Dan Condon sat down to talk about the companies they met with, their key learnings and Tesla's Investor Day.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> After returning from a research trip in the US, Partner & Portfolio Manager Kieran Moore and Investment Analyst, Dan Condon sat down to talk about the companies they met with, their key learnings and Tesla's Investor Day. 

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 825 19 full International Women’s Day: A round table talk with Lechelle Hooper, Joanna Tan and Qiao Ma International Women’s Day: A round table talk with Lechelle Hooper, Joanna Tan and Qiao Ma https://investinthejourney.podbean.com/e/international-women-s-day-a-round-table-talk-with-lechelle-joanna-and-qiao/ https://investinthejourney.podbean.com/e/international-women-s-day-a-round-table-talk-with-lechelle-joanna-and-qiao/#comments Wed, 08 Mar 2023 09:06:51 +1100 investinthejourney.podbean.com/0c2c7013-e39c-3f9d-9eab-6c55231d6aee In celebration of International Women's Day 2023, some of Munro's staff sat down to discuss their journeys as women in financial services and their hopes for the industry moving forward. 

Thanks to Compliance Manager Lechelle Hooper, Partner & Financial Controller Joanna Tan and Portfolio Manager Qiao Ma for their thoughtful conversation. 

 

 

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> In celebration of International Women's Day 2023, some of Munro's staff sat down to discuss their journeys as women in financial services and their hopes for the industry moving forward. 

Thanks to Compliance Manager Lechelle Hooper, Partner & Financial Controller Joanna Tan and Portfolio Manager Qiao Ma for their thoughtful conversation. 

 

 

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 828 18 full The driver of Formula One: Stock Story of Liberty Media The driver of Formula One: Stock Story of Liberty Media https://investinthejourney.podbean.com/e/libertymedia/ https://investinthejourney.podbean.com/e/libertymedia/#comments Wed, 01 Mar 2023 08:29:29 +1100 investinthejourney.podbean.com/19434c36-667f-3fd0-a3be-5ec9e331a3b5 This episode of Invest in the Journey podcast sees Partner & Portfolio Manager, James Tsinidis dive into the stock story of Liberty Media: Formula One. 

website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> This episode of Invest in the Journey podcast sees Partner & Portfolio Manager, James Tsinidis dive into the stock story of Liberty Media: Formula One. 

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 1004 17 full Meet the team: Lechelle Hooper Meet the team: Lechelle Hooper https://investinthejourney.podbean.com/e/meet-the-team-lechelle-hooper/ https://investinthejourney.podbean.com/e/meet-the-team-lechelle-hooper/#comments Fri, 24 Feb 2023 11:28:58 +1100 investinthejourney.podbean.com/290c5050-5e8f-3a27-8af2-2c961016f604 We’re back with the second instalment of the Meet the Team series, delving into the staff at Munro to hear about their journeys in investing, work and life. In this episode, we talk to Lechelle Hooper, Compliance Manager at Munro.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates, nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> We’re back with the second instalment of the Meet the Team series, delving into the staff at Munro to hear about their journeys in investing, work and life. In this episode, we talk to Lechelle Hooper, Compliance Manager at Munro. 

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates, nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 730 16 full Earnings season wrap: Q4 results Earnings season wrap: Q4 results https://investinthejourney.podbean.com/e/earnings-season-wrap-q4-results/ https://investinthejourney.podbean.com/e/earnings-season-wrap-q4-results/#comments Wed, 22 Feb 2023 12:32:48 +1100 investinthejourney.podbean.com/3c2262a9-6978-3214-a15b-4d309aab35f5 In this episode, Partner & Portfolio Manager, Jeremy Gibson and Partner & Senior Investment Analyst, Haydn Potgieter, unpack the Q4 results season.  Read the full disclaimer

FSG: Read it here

 

]]> In this episode, Partner & Portfolio Manager, Jeremy Gibson and Partner & Senior Investment Analyst, Haydn Potgieter, unpack the Q4 results season. 

Read the full disclaimer

FSG: Read it here

 

]]> Munro Partners false No 617 15 full Nick Griffin’s view on China reopening Nick Griffin’s view on China reopening https://investinthejourney.podbean.com/e/munro-partners-china-reopening/ https://investinthejourney.podbean.com/e/munro-partners-china-reopening/#comments Tue, 14 Feb 2023 16:52:28 +1100 contactjj.podbean.com/29ba702d-9a9a-3298-b4fd-21c5d2714ef2 All episodes are available to download wherever you get your podcasts.  Read the full disclaimer

FSG: Read it here

 

]]> All episodes are available to download wherever you get your podcasts. 

Read the full disclaimer

FSG: Read it here

 

]]> Munro Founding Partner and CIO Nick Griffin gives his view on China reopening and what it means for the investment landscape. Munro Partners false No 757 2 3 full Meet the team: Josh Watts Meet the team: Josh Watts https://investinthejourney.podbean.com/e/meet-the-team-josh-watts/ https://investinthejourney.podbean.com/e/meet-the-team-josh-watts/#comments Tue, 24 Jan 2023 10:00:00 +1100 Buzzsprout-12103853 Kicking off our first episode of 'Meet the Team',  Operations Analyst Josh Watts talks about his journey from football to finance, and what a typical day looks like in his role. website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. ast performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Kicking off our first episode of 'Meet the Team',  Operations Analyst Josh Watts talks about his journey from football to finance, and what a typical day looks like in his role.

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. ast performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 584 2 2 full ESG.. what? With Mike Harut ESG.. what? With Mike Harut https://investinthejourney.podbean.com/e/esg-what-with-mike-harut/ https://investinthejourney.podbean.com/e/esg-what-with-mike-harut/#comments Tue, 10 Jan 2023 19:00:00 +1100 Buzzsprout-12014050 Kicking off Season 2 of Invest in the Journey Podcast, Munro's Responsible Investment Manager, Mike Harut, breaks down ESG. website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Kicking off Season 2 of Invest in the Journey Podcast, Munro's Responsible Investment Manager, Mike Harut, breaks down ESG.

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 1435 2 1 full Nick Griffin & Ronnie Calvert look in the rear view mirror Nick Griffin & Ronnie Calvert look in the rear view mirror https://investinthejourney.podbean.com/e/nick-griffin-ronnie-calvert-look-in-the-rear-view-mirror/ https://investinthejourney.podbean.com/e/nick-griffin-ronnie-calvert-look-in-the-rear-view-mirror/#comments Tue, 20 Dec 2022 16:00:00 +1100 Buzzsprout-11902837 Munro Founding Partners Nick Griffin and Ronnie Calvert sit down to chat through events that happened in 2022. website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Founding Partners Nick Griffin and Ronnie Calvert sit down to chat through events that happened in 2022.

website: munropartners.com.au
FSG: Read it here

The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 875 1 14 full A Nuclear Topic A Nuclear Topic https://investinthejourney.podbean.com/e/a-nuclear-topic/ https://investinthejourney.podbean.com/e/a-nuclear-topic/#comments Tue, 13 Dec 2022 17:00:00 +1100 Buzzsprout-11862620 In this episode, Climate Co-lead & Portfolio Manager James Tsinidis and Responsible Investment Manager Mike Harut delve into nuclear energy and where Munro sits on the controversial topic. The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> In this episode, Climate Co-lead & Portfolio Manager James Tsinidis and Responsible Investment Manager Mike Harut delve into nuclear energy and where Munro sits on the controversial topic.

The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 907 1 13 full What happened at Cop27? What happened at Cop27? https://investinthejourney.podbean.com/e/what-happened-at-cop27/ https://investinthejourney.podbean.com/e/what-happened-at-cop27/#comments Wed, 23 Nov 2022 10:00:00 +1100 Buzzsprout-11746721 Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop27 conference. The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro's Responsible Investment Manager, Mike Harut, gives us the rundown on this year's Cop27 conference.


The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before makingany investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 1220 1 12 full The sun is shining on renewables The sun is shining on renewables https://investinthejourney.podbean.com/e/the-sun-is-shining-on-renewables/ https://investinthejourney.podbean.com/e/the-sun-is-shining-on-renewables/#comments Tue, 22 Nov 2022 11:00:00 +1100 Buzzsprout-11740108 Portfolio Manager & Climate co-lead, James Tsinidis and Investment Analyst Dan Condon shine some light on the research they've been doing on the renewables sector.  The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Portfolio Manager & Climate co-lead, James Tsinidis and Investment Analyst Dan Condon shine some light on the research they've been doing on the renewables sector. 

The information provided by Munro Partners is general information, and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

]]> Munro Partners false No 756 1 11 full Earnings Season Results Wrap - November 2022 Earnings Season Results Wrap - November 2022 https://investinthejourney.podbean.com/e/earnings-season-results-wrap-november-2022/ https://investinthejourney.podbean.com/e/earnings-season-results-wrap-november-2022/#comments Thu, 17 Nov 2022 15:00:00 +1100 Buzzsprout-11711867 Partner & Portfolio Manager, Kieran Moore, sat down with Dan Condon and Subbu Kumar, Munro's Investment Analysts to discuss the latest results season. IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Partner & Portfolio Manager, Kieran Moore, sat down with Dan Condon and Subbu Kumar, Munro's Investment Analysts to discuss the latest results season.

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 1172 1 11 full Sohn Hearts & Minds with Nick Griffin and Maggie O’Neill Sohn Hearts & Minds with Nick Griffin and Maggie O’Neill https://investinthejourney.podbean.com/e/sohn-hearts-minds-with-nick-griffin-and-maggie-o-neill/ https://investinthejourney.podbean.com/e/sohn-hearts-minds-with-nick-griffin-and-maggie-o-neill/#comments Fri, 11 Nov 2022 12:00:00 +1100 Buzzsprout-11673337 The Sohn Hearts & Minds (SH&M) Conference is one week away and we are delighted to have Maggie O'Neill, Head of Marketing at SH&M, join Nick Griffin, our CIO, to discuss the annual one-day event which brings the investment community together for philanthropic purposes - having raised over $30m since 2016 for medical research. 

In this episode, we delve into history of SH&M, Munro Partners' involvement and try to squeeze a little information out of Nick on his upcoming stock pitch this year.

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.

]]> The Sohn Hearts & Minds (SH&M) Conference is one week away and we are delighted to have Maggie O'Neill, Head of Marketing at SH&M, join Nick Griffin, our CIO, to discuss the annual one-day event which brings the investment community together for philanthropic purposes - having raised over $30m since 2016 for medical research. 

In this episode, we delve into history of SH&M, Munro Partners' involvement and try to squeeze a little information out of Nick on his upcoming stock pitch this year.

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.

]]> Munro Partners false No 1430 1 10 full Areas of Interest series: Innovative Health Areas of Interest series: Innovative Health https://investinthejourney.podbean.com/e/areas-of-interest-series-innovative-health/ https://investinthejourney.podbean.com/e/areas-of-interest-series-innovative-health/#comments Thu, 01 Sep 2022 20:00:00 +1000 Buzzsprout-11241998 Innovative Health is the first AoI to kick off our Areas of Interest series. Partner and Portfolio Manager Jeremy Gibson takes us through a deep-dive into the healthcare sector and how it's a structural change happening in our world today.  IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Innovative Health is the first AoI to kick off our Areas of Interest series. Partner and Portfolio Manager Jeremy Gibson takes us through a deep-dive into the healthcare sector and how it's a structural change happening in our world today. 

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 620 1 8 full Results Season Wrap Results Season Wrap https://investinthejourney.podbean.com/e/results-season-wrap/ https://investinthejourney.podbean.com/e/results-season-wrap/#comments Tue, 30 Aug 2022 09:00:00 +1000 Buzzsprout-11225595 In this episode Partner and Portfolio Manager Kieran Moore runs us through some of the highlights from the latest earnings season. IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> In this episode Partner and Portfolio Manager Kieran Moore runs us through some of the highlights from the latest earnings season.

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 1110 1 7 full Tools of capital preservation Tools of capital preservation https://investinthejourney.podbean.com/e/tools-of-capital-preservation/ https://investinthejourney.podbean.com/e/tools-of-capital-preservation/#comments Mon, 22 Aug 2022 16:00:00 +1000 Buzzsprout-11177066 Munro Partner's Partner & Portfolio Manager Kieran Moore, outlines the capital preservation tools that the investment team has at their disposal and in what scenarios each tool may be used.  IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partner's Partner & Portfolio Manager Kieran Moore, outlines the capital preservation tools that the investment team has at their disposal and in what scenarios each tool may be used. 

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 1305 1 6 full Inflation Reduction Act - A tailwind for climate Inflation Reduction Act - A tailwind for climate https://investinthejourney.podbean.com/e/inflation-reduction-act-a-tailwind-for-climate/ https://investinthejourney.podbean.com/e/inflation-reduction-act-a-tailwind-for-climate/#comments Mon, 15 Aug 2022 15:00:00 +1000 Buzzsprout-11138771 Munro Partner's Responsible Investment Manager, Mike Harut and Partner,  Portfolio Manager and Climate Co-lead, James Tsinidis, discuss the climate tailwinds created by the passing of the Inflation Reduction Act in the US. IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partner's Responsible Investment Manager, Mike Harut and Partner,  Portfolio Manager and Climate Co-lead, James Tsinidis, discuss the climate tailwinds created by the passing of the Inflation Reduction Act in the US.

IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 1393 1 5 full A short podcast on Munro’s long-only strategy A short podcast on Munro’s long-only strategy https://investinthejourney.podbean.com/e/a-short-podcast-on-munro-s-long-only-strategy/ https://investinthejourney.podbean.com/e/a-short-podcast-on-munro-s-long-only-strategy/#comments Fri, 05 Aug 2022 13:00:00 +1000 Buzzsprout-11085092 Partner and Portfolio Manager, Jeremy Gibson, talks to the journey that the Munro Partner's long-only strategy has been on, where the portfolio is currently positioned, as well as his view on the months and years ahead.  IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Partner and Portfolio Manager, Jeremy Gibson, talks to the journey that the Munro Partner's long-only strategy has been on, where the portfolio is currently positioned, as well as his view on the months and years ahead. 


IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

]]> Munro Partners false No 676 1 4 full Team Canada journey to Melbourne Team Canada journey to Melbourne https://investinthejourney.podbean.com/e/team-canada-journey-to-melbourne/ https://investinthejourney.podbean.com/e/team-canada-journey-to-melbourne/#comments Mon, 04 Jul 2022 10:00:00 +1000 Buzzsprout-10904378 Australia closed its international borders for two years throughout the pandemic, which meant Munro’s Canadian and Australian offices were forced to connect through purely digital mediums. Until recently. After a Munro roadshow across Canada, our Canadian team members, Akilan Karuna and Kabi Thaya, have travelled ‘down under’ to catch up with their Melbournian colleagues.

]]> Australia closed its international borders for two years throughout the pandemic, which meant Munro’s Canadian and Australian offices were forced to connect through purely digital mediums. Until recently. After a Munro roadshow across Canada, our Canadian team members, Akilan Karuna and Kabi Thaya, have travelled ‘down under’ to catch up with their Melbournian colleagues.

]]> Munro Partners false No 902 1 3 full Conferences are back! Conferences are back! https://investinthejourney.podbean.com/e/conferences-are-back/ https://investinthejourney.podbean.com/e/conferences-are-back/#comments Fri, 25 Mar 2022 14:00:00 +1100 Buzzsprout-10314986 In episode 2 of Invest in the Journey podcast, Communications Manager, Taylor Bree sits down with Portfolio Manager, Jeremy Gibson and Senior Investment Analyst, Haydn Potgieter who recently returned from the Morgan Stanley Tech Conference in San Francisco. They discuss the importance of attending conferences and their experience of attending their first in person conference in a post-COVID world. 

]]> In episode 2 of Invest in the Journey podcast, Communications Manager, Taylor Bree sits down with Portfolio Manager, Jeremy Gibson and Senior Investment Analyst, Haydn Potgieter who recently returned from the Morgan Stanley Tech Conference in San Francisco. They discuss the importance of attending conferences and their experience of attending their first in person conference in a post-COVID world. 

]]> Munro Partners false No 1032 1 2 full Starting from the start Starting from the start https://investinthejourney.podbean.com/e/starting-from-the-start/ https://investinthejourney.podbean.com/e/starting-from-the-start/#comments Tue, 22 Mar 2022 13:00:00 +1100 Buzzsprout-10293899 In the very first episode of Invest in the Journey podcast, Communications Manager Taylor Bree sat down with the three Founding Partners, Nick Griffin, Jon Spensley and Ronald Calvert to hear why they started Munro Partners. 

]]> In the very first episode of Invest in the Journey podcast, Communications Manager Taylor Bree sat down with the three Founding Partners, Nick Griffin, Jon Spensley and Ronald Calvert to hear why they started Munro Partners. 

]]> Munro Partners false No 1231 1 1 full