AllArticlesEducation seriesFund updatesInsightsInvestment processPodcastsStock storiesUpdatesVideos 09 January 2025 Top investment picks from industry leaders: Part 2 Read the article 09 January 2025 A sizzling start: How Qiao Ma delivered 62.2% returns in the first year of Munro’s new strategy Read the article 09 January 2025 Munro Partners’ portfolio manager unveils key investment trends Read the article 08 January 2025 AI, energy, and ‘Made in America’: Trends to watch in 2025 Read the article 08 January 2025 Equity Mates Podcast: Nick Griffin – The Nvidia Story is Not Over Watch the video 23 December 2024 The Annual Letter 2024 Read the letter 10 December 2024 2024 in review and 2025 outlook Watch the video 10 December 2024 Rapid fire: All Cap vs Small & Mid Cap Watch the video 10 December 2024 Stock Story: Constellation Energy Watch the video 04 December 2024 Future Generation launches Women’s Investment Fund to Drive Gender Equality Read the article 21 November 2024 How AI is being compared to the .com boom of the 90s Watch the video 11 November 2024 This climate fund returned 74pc while preparing for Trump Read the article 08 November 2024 Munro Climate Series: The line from AI to Clean Energy Read the article 08 November 2024 Munro Global Growth Small & Mid Cap Fund Anniversary video Watch the video 06 November 2024 Munro Global Growth Small and Mid Cap Fund anniversary letter Read the letter 09 October 2024 Exploring investment opportunities: Nick Griffin’s US research trip Listen to the episode 05 September 2024 Part Two – The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings Listen to the episode 04 September 2024 Part One – The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings Listen to the episode 26 August 2024 Responsible Investment Report FY24 Read the report 23 July 2024 The Stock Story Series: GE Vernova Listen to the episode 11 July 2024 The Stock Story Series: SharkNinja Listen to the episode 11 July 2024 The Stock Story Series: ASM International Listen to the episode 19 June 2024 Nvidia became the biggest company in the world. Now what? Listen to the episode 28 May 2024 ‘Australia has a huge role to play in AI’ Read the article 28 May 2024 Big business braced for AI wave – and plenty of uncertainty Read the article 23 May 2024 Investors bet that Nvidia will leave Magnificent Seven rivals behind Read the article 13 May 2024 Pedigree, people, and performance – unpacking new fund launches Read the article 09 May 2024 Celebrate the five-year milestone of Melbourne-based Munro Partners in Canada Read the article 07 May 2024 How to find the world’s most consistent compounders (and 10 that make the cut) Read the article 06 May 2024 The Climate Series Watch the videos 06 May 2024 Why Global Growth Equities Watch this video 02 May 2024 Unveiling the hidden winners in Nvidia’s AI powerhouse Read the article 26 April 2024 12 stock picks for a tough investing environment Read the article 25 April 2024 Meta’s plans to spend billions on AI unsettle investors Read the article 22 April 2024 Top fundies list reveals turnaround for ESG, mid-cap investors Read the article 16 April 2024 Canada’s worst and best performing ETFs over the last three months Read the article 28 March 2024 Area of Interest: Innovative Health Watch the video 07 March 2024 The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings Listen to the episode 29 February 2024 Bubble or no bubble? Nick Griffin’s thoughts on Nvidia’s latest results Listen to the episode 22 December 2023 Recapping and repositioning: Nick Griffin recaps 2023 and provides an outlook for 2024 Listen to the episode 19 December 2023 3x renewables, 2x efficiency, 1x passionate young activist: our key takeaways for COP28 Listen to the episode 15 December 2023 Special Guest Series: Kristo Käärmann Listen to the episode 11 August 2023 Responsible Investment Report FY23 Read the report 01 June 2023 Are investors underestimating ‘profound structural change’ Read the article 19 May 2023 Munro x Livewire: Earnings Season Review Listen to the episode 20 April 2023 Areas of Interest: Digital Payments Listen to the episode 20 April 2023 Invest in the Journey Podcast: Episode 23 – Areas of Interest: Digital Payments Listen to the episode 04 April 2023 Area of Interest: Digital Payments Watch the video 23 March 2023 Tesla, Trash & Texas: Kieran Moore and Dan Condon recap their trip to the US Listen to the episode 08 March 2023 International Women’s Day: A round table talk with Lechelle Hooper, Joanna Tan and Qiao Ma Listen to the episode 01 March 2023 The driver of Formula One: Stock Story of Liberty Media Listen to the episode 01 March 2023 Invest in the Journey Podcast: Episode 20 – The driver of Formula One: Stock Story of Liberty Media Listen to the episode 24 February 2023 Meet the team: Lechelle Hooper Listen to the episode 22 February 2023 Earnings season wrap: Q4 results Listen to the episode 14 February 2023 Nick Griffin’s view on China reopening Listen to the episode 24 January 2023 Meet the team: Josh Watts Listen to the episode 10 January 2023 ESG.. what? With Mike Harut Listen to the episode 20 December 2022 Nick Griffin & Ronnie Calvert look in the rear view mirror Listen to the episode 13 December 2022 A Nuclear Topic Listen to the episode 04 December 2022 Sohn Hearts & Minds 2023: Kieran Moore pitches Wise Watch the video 02 December 2022 The Story of Canada Watch the video now 23 November 2022 What happened at Cop27? Listen to the episode 22 November 2022 The sun is shining on renewables Listen to the episode 17 November 2022 Earnings Season Results Wrap – November 2022 Listen to the episode 11 November 2022 Sohn Hearts & Minds with Nick Griffin and Maggie O’Neill Listen to the episode 01 September 2022 Areas of Interest series: Innovative Health Listen to the episode 01 September 2022 Invest in the Journey Podcast: Episode 8 – Areas of Interest series: Innovative Health Listen to the episode 30 August 2022 Results Season Wrap Listen to the episode 22 August 2022 Tools of capital preservation Listen to the episode 15 August 2022 Inflation Reduction Act – A tailwind for climate Listen to the episode 05 August 2022 A short podcast on Munro’s long-only strategy Listen to the episode 04 July 2022 Team Canada journey to Melbourne Listen to the episode 25 March 2022 Conferences are back! Listen to the episode 22 March 2022 Starting from the start Listen to the episode 14 July 2021 CI unveils new equity funds and ETFs Read the article 13 July 2021 CI Global Asset Management Announces Launch of CI Global Climate Leaders and CI Alternative North American Opportunities Read the article 15 February 2021 CI Munro Alternative Global Growth Fund – Q4 2020 Update Watch the video update 12 November 2020 Area of Interest: Innovative Health Watch the video 18 July 2020 Q&A July 2020: Nick Griffin and Akilan Karuna Watch the video update 30 April 2020 Munro Partners: Philosophy and Process Watch the video
