Deliver us from COVID but lead us not to inflation

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The outlook for global and Australian markets is positive, according to GSFM and its fund manager partners Munro Partners and Tribeca Investment Partners. They say markets are supported by easy monetary conditions, ongoing fiscal support and global economies which continue on a path towards normality as COVID-19 vaccines are rolled out and the lagged impacts

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Munro fund wins hedge fund award

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The Munro Global Growth Fund has won the  best Long Short equity Fund category at the 2020 Hedge Funds Rock Awards. The Hedge Funds Rock + Australian Alternative Investment Awards were established in 2005 to recognise and honour the industry’s top performers. Finalists are decided based on a combination of quantitative and qualitative factors agreed by

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Market disruption accelerating post COVID-19

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Munro Partners has released the latest Munro Global Growth Fund report and market commentary. In it, Chief Investment Officer, Nick Griffin, says:  “With a reasonable equity risk premium relative to bonds still available, the backdrop for equities continues to be positive. However, as always, we remain watchful for any events that may derail this outlook.

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Munro Fund launched to retail investors in Canada

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CI Investments Inc. (CI) has announced that CI Munro Global Growth Equity Fund, a concentrated global equity mandate aimed at identifying and benefiting from sustainable global growth trends, has been launched in three new series for retail investors. The portfolio is managed by Munro Partners (Munro), an experienced and accomplished global investment team based in

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Munro Partners markets outlook

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Munro Partners has released its latest Global Growth Fund monthly report. Chief investment officer, Nick Griffin, comments that equity markets continued their rebound in May with the Fund’s contributors stemming from key holdings focused on digital acceleration such as PayPal, Atlassian and Facebook, while renewable energy companies Orsted and EDP also performed well. Mr Griffin

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CPD: Picking winners

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During a recent national roadshow, Nick Griffin, CIO of Munro Partners, explained that when it comes to investing, there are always lots of losers and just a few winners. This article examines how the S-curve of a company or industry can help to identify winners. It also examines the sector likely to produce tomorrow’s winners

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Munro Partners’ expertise now available to Canadian Investors

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Munro Partners has partnered with one of Canada’s largest investment management firms, CI Investments (CI), to bring its global growth strategy to Canadian investors.  CI’s Munro Alternative Global Growth Fund has an objective to generate risk-adjusted, absolute returns through exposure to global growth equities over the medium to long term, while providing a capital preservation

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US equity markets can grind higher

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The latest Munro Global Growth Fund report has been released. In it, chief investment officer Nick Griffin says: “We continue to believe US equity markets can grind higher supported by strong corporate earnings growth, however this requires a normalisation of interest rates without materially slowing the US economy. We are mindful of some recent signs

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Munro Partners wins Emerging Manager award

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Munro Partners has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Emerging Manager Award for its Munro Global Growth Fund. Munro Partners was formed in 2016 by chief investment officer Nick Griffin, chief executive officer Ronald Calvert, and chief operating officer Jonathan Spensley. Its distribution capabilities were boosted in 2017 after forming

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Munro global equities fund now available on BT and CFS platforms

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The Munro Global Growth Fund, which provides access to a growth strategy in global equity markets, is now available as an investment option on the BT Wrap, BT Panorama, and Colonial First State FirstWrap platforms. The fund, which is distributed by Grant Samuel Funds Management (GSFM), invests in international listed equities deploying a long/short strategy.

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