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.

Jargon free insights from our Chief Investment Officer. Today Rory shares some great insights from Ray Dalio, previous conference keynote speaker.

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. 

Jargon free insights from our Chief Investment Officer. Today's update looks at the changing political and economic landscape.

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.

Jargon free insights from our Chief Investment Officer. Today's update takes a look at volatility and the current 'macro anxiety' being felt by investors.

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.

Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.

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.

Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.

COVID-19 may have stopped tours of Victor Chang's Innovation Centre but it certainly hasn’t slowed their scientists from making new discoveries as shown in this video with Sky News Australia.

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”. 

Jargon free insights from our Chief Investment Officer. This week we are pleased to announce a 13.5c/share fully franked dividend and our latest 6-monthly donation.

This video features Professor Nadia Badawi AM, Professor Alistair McEwan, Paul Rayson and others discussing the incredible impact our partnership will have.

We’re excited to announce a new partnership with the Cerebral Palsy Alliance and are proud to be supporting this important research.

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.

The Florey has recently published new research that sheds light on the phenomenon of “zoom fatigue” – yes it’s a real thing! Listen to this podcast episode as Professor Bernhardt explains what it is and how to prevent it.

Jargon free insights from our Chief Investment Officer. This week Rory looks at how, through volatile times, quality companies have a way of rising to the top.

Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.

Munro Partners’ Nick Griffin and James Tsinidis join Henry Jennings on the On the Couch Podcast to discuss inflation rates, the Fed and decarbonisation as the next big structural change. 

Jargon free insights from our Chief Investment Officer. In today's update, Rory writes about our core portfolio which represents 65% of our invested capital.