Articles
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. According to Munro Partners’ Portfolio Manager Qiao Ma, only 5% of the companies the team looks at are “genuine winners” – a reality she describes as “really humbling” as a stock picker.…
Read MoreDon’t miss the ASX Investor Days – there’s something for everyone
The ASX held its latest Investor Day in Brisbane over the weekend. Don’t miss the upcoming Melbourne and Sydney events! Livewire has once again partnered with the ASX for its latest round of Investor Days, the first of which was held in Brisbane last weekend at the Brisbane Convention and Exhibition Centre. Upcoming events will…
Read MoreFour ways to capitalise on a forgotten investing megatrend
Despite the Trump Administration’s retreat from global climate leadership, we nevertheless stand at the beginning of a larger structural shift – the transition to a net-zero economy. For investors, few themes have ever matched the scale and urgency of climate change. Climate change is a multi-decade investment opportunity, and one that will outlast the current…
Read MoreInvestment case for EVs taken over by sustainability, infrastructure
The ‘golden child’ of clean energy investment, electric vehicles (EVs), could be bumped from the top as supply increases and more attractive opportunities emerge from companies contributing to energy efficiency and sustainable waste management, according to Munro Partners. Portfolio manager, James Tsinidis, said this trend suggests that “not all clean energy investments are created equal”…
Read MoreOn the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast…
Read MoreAdminis plays host as Munro dishes up climate PIE
Australia-based global equities manager, Munro Partners, has formally opened a portfolio investment entity (PIE) vehicle for wholesale NZ clients. Hosted by Adminis, the Munro Global Growth Climate Leaders PIE, invests into a concentrated portfolio of stocks expected to “enable or benefit from the decarbonisation of the planet”, according to fund documents. It is understood the…
Read MoreMunro: Share prices will follow earnings growth even if markets wobble over short term
The investment group is backing AI winners and power suppliers as structural growth winners. Munro Partners portfolio manager Kieran Moore says the share market’s downturn shouldn’t impact the structural earnings growth prospects for many of its core holdings in the Munro Global Growth Fund Complex ETF (ASX: MAET). The Fund returned 17% net of fees over the year to…
Read More3 brilliant women in finance share their 5 must-watch stocks
Future Generation CEO Caroline Gurney explains how the best of Australia’s women in funds management are investing for the future. This International Women’s Day, Livewire is shining a spotlight on Future Generation Women, featuring a stellar team of female investment managers and investing for change. This year’s theme is Accelerate Action – and arguably the team…
Read MoreCatalysts for growth: Finding the few winners
Key Points Commitment to global growth: Munro is set up to be your global growth equity manager. Partnership: Aligned longevity in business, aligned longevity in funds, aligned with investors. Offering: Munro’s domain expertise is available across 4 global growth products. Simple philosophy: Earnings growth drives stock prices. Companies that have earnings growth, i.e. make more…
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