Invest in the Journey

What happens when you spend two weeks meeting the companies building the AI revolution? CIO Nick Griffin and Investment Analyst Jean Huang share their biggest insights from Taiwan. Prepared by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder (AFSL 480509). The information discussed...

AI infrastructure is accelerating, aviation demand remains structurally strong, and security spending continues to reshape the global landscape. Investment Analysts, Ben Chamberlain, Dan Condon and Nicky Sun unpack the key insights from Q1 2026 earnings season and what they mean for Munro's Areas of Interest. Prepared by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro...

In episode four of our Climate Series, Responsible Investment Manager Mike Harut chats with Milla Craig, Founder & CEO of Millani. Together they explore the real state of responsible investment in Canada. From the ripple effects of the US policies, to whether climate targets are still driving corporate spending, and why AI might just be the most fascinating development in the space right now....

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 rep...

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...

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...

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 - explor...

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 t...

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 epi...

🌍✈️ 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 standou...

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 tra...

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 Ar...

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...

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 representativ...

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 an...

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 P...

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...

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 1...

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 Fin...

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 l...

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 sh...

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...

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 48...

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 no...

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...