Value as at close of business on 6 December 2024
Price delay - 20mins
Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.
Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.
TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.
The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.
Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis.
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.
Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.
Working closely with Indigenous communities, The Baker Heart and Diabetes Institute is working to help tackle heart disease and diabetes in remote communities of Central Australia.
Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.
Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.
A “heart in a box”. It sounds like an ad for Valentine’s Day chocolates. But this box contains an actual human heart which is pumping outside its original body, enabling the gift of life from one person to another.
Professor Daniel MacArthur, Director of the Centre for Population Genomics has big goals to bring equity and diversity into genomic medicine in Australia, something surprisingly inadequate presently.
Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick Carsales.com, and why he believes it has the potential to dominate the tech industry in 2023.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.
Jargon free investment insights from our Chief Investment Officer. Today's update recaps the recent Sohn Hearts & Minds Investment Leaders Conference and recent changes to the portfolio.
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
SH&M had before Friday’s event made more than $40m in collective donations to medical research.
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.
Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.
A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.
These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.
Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.
