Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.

Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.

Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.

Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.

Previous Conference Manager Jun Bei Liu of Tribeca Investment Partners explores some of the dominant themes shaping the upcoming reporting season.

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.

Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.

Founders in 15, presented by Cota Capital, is an insightful and thought-provoking 15-minute interview series with founders on their entrepreneurial journeys and what they had to overcome to become leaders in their respective fields.

Munro Partners have released their 2022 Annual where Chief Investment Officer, Nick Griffin addresses the current bear market and why it is an unfortunate, but necessary part of the market cycle.

Access Magellan’s 2022 InReview to gain insights into how the events dominating global economies and markets in the coming 12 months are affecting investment decisions now.

Airlie Funds Management share their view on why Mineral Resources’ (‘MIN’) unique business model is the driving force behind its ability to consistently deliver high returns on its invested capital.

David Wright, HM1 Investment Committee Chairman and CEO of Zenith Investment Partners, speaks to how the finance industry has evolved over the span of his 30-year career.

Emma Fisher of Airlie Funds Management discusses how she got into investing and why a Finance degree is not necessary to become a successful player in the field.

Tim Carleton, Co-Founder of Auscap Asset Management, breaks down the root causes behind the current global spike in inflation and why investors should remain optimistic.

Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.

Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.

TDM Manager, James Revell, dives deeply into the importance of values on effective scaling, and a helpful framework for companies to not only set, but refresh their values as and when needed.

Howard Marks' latest memo explores recurring investment themes to contextualise the current market correction and the bull market that preceded it. 

An in-depth conversation with Core Fund Manager Peter Cooper, on the Finding the Front podcast.

In this edition of Livewire's Fund in Focus, Nick Griffin of Munro Partners delves into how they are tackling the investment opportunities within the decarbonisation space, a multi-trillion dollar challenge.

Phil King joins David Clarke for a special episode of Inside the Rope, to celebrate 100 episodes. Panellists discuss some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today.

Long-time Conference Fund Manager Nick Griffin of Munro Partners with Climate Co-Portfolio Manager James Tsinidis to discuss what they think is the next big S curve.

Hamish Corlett of TDM joined the Business Breakdown podcast to help break down Block including what has enabled Block to organically build two major ecosystems in Square and Cash App and how the recent Afterpay acquisition can strengthen the businesses.

Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.

Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.

Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.

TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. 

Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.