Podcasts

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…

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…

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…

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…

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…

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…

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…

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…

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…