Nick Griffin

Nick
Griffin

Head of Investments
Munro Partners

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process.

Expertise

Who will win from these 3 powerful themes?

Nick Griffin

Corporates are now spending heavily on digital transformation, not just for growth, but for their very survival. This creates a tailwind for providers of cloud computing, data analytics, and AI. Here we look at the winners from this theme, as well as the winners from two other powerful themes for... Show More

Lessons from our best and worst trades

Nick Griffin

Common wisdom holds that investors make the lion’s share of their returns from the big winners (hence, the saying to ‘let your winners run’), but some of the most valuable lessons can come from the mistakes. We recently sat down with Nick Griffin, Head of Investments at Munro Partners to... Show More

More room to run in video gaming stocks

Nick Griffin

The stock market is increasing recognising that the major video game publishers have morphed from “hit driven” business models around AAA game releases, to companies that have been able to build more sustainable franchises via steady gamer engagement through the product cycle. Digitisation of the gaming industry has allowed publishers... Show More

gaming Activision Blizzard take two interactive EA sports

Two different ways to play AI

Nick Griffin

Research firm, Gartner, estimates that AI will power 85% of customer service interactions. In order to achieve this, massive investments will need to be made in two key areas; data, and computing power. In this video, Nick Griffin, Head of Investment at Munro Partners, explains the importance, and some of... Show More

Join the conversation

Cheer up Australia, it’s not that bad!

Nick Griffin

Nick Griffin, Head of Investments at Munro Partners, has been living in the UK for the last two years, and it’s given him a unique perspective on the Australian economy. “We have an office in Edinburgh, the second largest financial centre in Europe. Scotland is a country that’s trying to... Show More

aud australian economy Sponsored Content

The 5 essential traits of growth stocks

Nick Griffin

Nick Griffin, Head of Investments at Munro Partners says he has spent many years working to define the key characteristics of true growth companies. From a universe of over 24,000 stocks globally he says there are only 800 companies that truly meet his ‘growth' criteria. Griffin says of these 800... Show More

growth investing Sponsored Wire

Growth trend: The rise of gaming

Nick Griffin

The gaming market has developed significantly since this author’s gateway game, the legendary Pong, or later through Frogger, Pac-Man or Missile Command on the Atari 2600. Today, the video game industry is a juggernaut. Video games, once the domain of teenage boys on home consoles, has now been opened up... Show More

Longform video games pokemon go

Why companies with 'Network Effects' win

Nick Griffin

Nick Griffin, Head of Investments at Munro Partners, says network effects strongly dominate the digital business world. A network effect is when a good or service becomes more valuable as it’s more widely adopted, creating a virtuous cycle. Examples include Google, or closer to home, CarSales.com.au and RealEstate.com.au. “Once you... Show More

google ASX:REA investment strategy ASX:CAR Sponsored Wire

Join the conversation