Invest in the Journey

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 &am...

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...

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: munropa...

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 intend...

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...

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 h...

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 n...

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  

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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 p...

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 fr...

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...

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...

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 dec...

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 li...

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 Servic...

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' involve...

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 pr...

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 i...

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...

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...

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 sh...

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.

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 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.