Munro Partners

Latest news and analysis on Munro Partners

Fund in Focus

Hunting for the best global growth small and mid cap companies

Qiao Ma talks about identifying killer small & mid caps, leveraging Munro's tried and tested process for finding standout growth companies
Chris Conway
Livewire Markets
Growth

Less than 5% of stocks are “genuine winners” – here’s how to find them

Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.
Chris Conway
Livewire Markets
Rapid Fire

A sizzling start: How Qiao Ma delivered 62.2% returns in the first year of Munro's new strategy

The latest instalment in the ongoing conversation with Munro's Qiao Ma
Chris Conway
Livewire Markets
Equities

Top performing funds: 3 of the top 5 global equities funds came from this manager (the best delivered 42.75%)

Munro Partners enjoyed strong FY24 performance across multiple funds. We spoke to the team for their take on markets & some stocks they like
+5
Chris Conway
Livewire Markets
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Views from the Top

All-time highs no bother for those playing in small and mid cap space

With markets at all time highs, one might think there is little value to be found. That's not the case in SMID-caps according to Qiao Ma.
Chris Conway
Livewire Markets
Rapid Fire

Why this stock picker lives for the hunt (and the big opportunities she's targeting)

Ahead of a longer form 'Views From the Top' interview, I peppered Munro's Qiao Ma with some rapid fire questions.
Chris Conway
Livewire Markets
Equities

How to find the world's most consistent compounders (and 10 that make the cut)

In this wire, Munro Partners' Kieran Moore shares how the team identifies the world's most consistent growth stocks.
+6
Ally Selby
Livewire Markets
Listed Series
Sponsored

15 to 25 enablers of one of the biggest investment themes for the coming decades

The Munro Climate Change Leaders Fund aims to set itself apart from climate ETFs with an active management overlay.
Chris Conway
Livewire Markets
Listed Series

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term)

While growth might be back, sorting the winners from the losers will be the key to driving returns according to Nick Griffin.
+10
Chris Conway
Livewire Markets
The Rules of Investing

2 killer growth stocks (and why culture is key to successful small caps)

Culture is hard to assess but, as the saying goes, you'll know it when you see it. The problem is, most people don't look.
The Rules of Investing
Livewire Markets
Livewire Live

Nick Griffin: This is just the beginning of the AI runway

Despite NVIDIA soaring around 240% in 2023, Griffin argues the stock is cheaper than it's been in a year.
XRO
+5
Chris Conway
Livewire Markets
Equities

Nick Griffin's pathway into global growth equities

Our special guest for this brand new episode of Euroz Hartleys' "Finding the Front" is Mr Nick Griffin, the founding partner & chief investment officer of highly...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Funds

Two signs a new dawn is arriving for growth investors (and five stocks to take advantage)

Munro's Jeremy Gibson outlines two key reasons why the team is more bullish than bearish, and why golfer Cam Smith is his dream investor.
+2
Chris Conway
Livewire Markets
Expert Insights

Why conditions are turning for growth investing and 3 stocks to consider

Munro's James Tsinidis believes that the tide is turning for growth investing. Find out about the $50 trillion opportunity he's pursuing.
+1
Chris Conway
Livewire Markets
Equities

8 stocks Munro like to play the big themes from US earnings season

Livewire's Chris Conway joined James Tsinidis and Kieran Moore on Munro's Invest in the Journey podcast to talk US earnings season.
Chris Conway
Livewire Markets
Listed Series

The six characteristics of great growth companies

Munro CIO Nick Griffin shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.
MQG
+12
Chris Conway
Livewire Markets
Funds
Sponsored

A portfolio of under-appreciated, mispriced and winning stocks

Companies that are best positioned to champion and win from this structural change
Nick Griffin
Munro Partners
Expert Insights

2 compelling ideas within the fastest-growing theme of this decade

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...
Chris Conway
Livewire Markets
Expert Insights

Nick Griffin: Three top stocks for 2023's biggest megatrends

In financial markets, a lot can change in 12 months. If you want any proof of that, just take a look at the performance of growth/long-duration stocks here and...
Chris Conway
Livewire Markets
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