Invest in the Journey

The sun is shining on renewables

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 should obtain independent advice from a licenced professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Information about the Munro funds is available at www.Munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

Earnings Season Results Wrap - November 2022

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 an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

Sohn Hearts & Minds with Nick Griffin and Maggie O’Neill

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 this episode, we delve into history of SH&M, Munro Partners' involvement and try to squeeze a little information out of Nick on his upcoming stock pitch this year.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 Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.

Areas of Interest series: Innovative Health

Innovative Health is the first AoI to kick off our Areas of Interest series. Partner and Portfolio Manager Jeremy Gibson takes us through a deep-dive into the healthcare sector and how it's a structural change happening in our world today. 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 Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

Results Season Wrap

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 Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

Tools of capital preservation

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 advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

Inflation Reduction Act - A tailwind for climate

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 financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

A short podcast on Munro’s long-only strategy

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 include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change. 

Team Canada journey to Melbourne

Australia closed its international borders for two years throughout the pandemic, which meant Munro’s Canadian and Australian offices were forced to connect through purely digital mediums. Until recently. After a Munro roadshow across Canada, our Canadian team members, Akilan Karuna and Kabi Thaya, have travelled ‘down under’ to catch up with their Melbournian colleagues.

Conferences are back!

In episode 2 of Invest in the Journey podcast, Communications Manager, Taylor Bree sits down with Portfolio Manager, Jeremy Gibson and Senior Investment Analyst, Haydn Potgieter who recently returned from the Morgan Stanley Tech Conference in San Francisco. They discuss the importance of attending conferences and their experience of attending their first in person conference in a post-COVID world.