Munro Partners held a live Zoom webinar Q&A with our Chief Investment Officer, Nick Griffin on Wednesday, 9 February at 12:00pm (ADST).
The Q&A webinar was hosted by GSFM and its Head of Private Wealth, Stephen Higgins.
SH (00:00:00): Introduction
NG (00:01:51): Introduction
NG (00:02:40): About Munro
NG (00:04:24): How we invest
NG (00:06:58): Performance Update
NG (00:14:23): Market Update
NG (00:20:30): Current Positioning
NG (00:24:18): High Performance Computing
NG (00:28:26): Climate
NG (00:31:09): Innovative Health
Q&A
(00:35:15): What catalysts are you looking for to redeploy capital?
(00:38:56): Can you talk about shorting and what you learnt from January [2022]?
(00:40:36): Can you discuss the valuation of Facebook/Meta?
(00:42:08): What caused the stop loss on PayPal? Was it overvalued?
(00:45:38) What other digital payments companies do you hold?
(00:47:56) How worried are you by the Fed and rate rises?
(00:51:15): Can you discuss M&A and video games as a thematic?
(00:52:50) Conclusion and takeaways