Munro Partners

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...

I don't know about your office (home or otherwise), but a lot of noise could be heard in the grand halls of Livewire Markets yesterday. And amid the sea of chatter,...

Without stating the obvious, 2022 has gotten off to a rough start. Many were infected with the Omicron variant while markets stopped climbing their wall of worry. If...

Imagine being able to tap into the tailwinds behind Tesla without paying a premium for it. There's an opportunity "as big as the internet" and people haven't caught on...

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk,...

Global equity markets had another positive quarter, continuing to build on the strong recovery from the COVID-19 lows in March. A flattening of the COVID infection...

Whether you think the pandemic was a black swan, a white swan or a pink one, the fact is that no one started 2020 with their portfolios positioned for a bowl of bat...

It's no secret that streaming TV will eclipse free-to-air TV over the coming years. But while the streaming wars continue to heat up as the likes of Amazon, Disney and...

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, GSFM and its fund...

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to...

Munro Partners is an absolute return manager with a core focus on global growth equities. We target meaningful returns after all fees, and utilising our proprietary...

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were...

Drawdowns are an inevitable part of investing; even Berkshire Hathaway fell by more than 50% during the GFC. As growth investors, Nick Griffin from Munro Partners,...

An incredible 28 billion litres of spirits are consumed around the world each year. Of this, a mere 22% is produced by recognised distillers; the vast majority is made...

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via...