PRE TAX NTA |$3.62

Value as at close of business on 29 November 2024

Munro Partners | Nick Griffin on how he finds global winners

In this episode, Chief Investment Officer Charlie Lanchester sits down with Nick Griffin, the founding partner and Chief Investment Officer of Munro Partners, one of HM1's Core Fund Managers. 

They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro. They also discuss two stocks that speak to themes of interest for Munro Partners, the 2023 darling Nvidia, and a long-held favourite, Amazon, both HM1 Core Portfolio holdings.


You can view the transcript for this episode here.

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...