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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2018 outlook: global equity outlook strong as volatility returns to the market

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The outlook for equity markets in 2018 is stronger internationally than locally, and volatility is likely to make a return, meaning investors may need to consider some portfolio protection, according to Grant Samuel Funds Management’s fund manager partners. Chief investment officer of international equities manager Munro Partners, Nick Griffin, says 2018 will be a time […]

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Munro appoints new portfolio manager

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Munro Partners has appointed Jeremy Gibson to the newly created role of Portfolio Manager. He will be responsible for championing stock ideas and managing positions within the Munro Global Growth Fund, reporting to Nick Griffin, Chief Investment Officer at Munro. Mr Gibson joins Munro from his position as Senior Investment Manager at Pictet Asset Management […]

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Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

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“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and Founder, Alibaba. Data fuels Artificial Intelligence (AI), a thematic that Nick Griffin, CIO of Munro Partners and manager of GSFM’s Munro Global Growth Fund, believes […]

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