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Munro Partners held a live Zoom webinar Q&A with our Climate Co-leads, Nick Griffin and James Tsinidis and Responsible Investment Manager, Mike Harut, on Wednesday, 23 November at 12:00pm (ADST). The Q&A webinar was hosted by GSFM and its National Distribution Manager, Stephen Taylor.
ST (00:00:00): Introduction
NG (00:01:39): Introduction
NG (00:02:36): About Munro
NG (00:06:18): About the Munro Climate Change Leaders Fund
MH (00:08:43): Responsible Investment and ESG Integrations
NG (00:17:08): The investment opportunity for climate
JT  (00:26:23): Current Positioning and Fund Update

Q&A
(00:31:58): Does the fund invest in carbon credits? What is your view on voluntary carbon credits?
(00:35:26): Can you outline your ESG process and the impact of company engagement?
(00:41:32): Can you discuss the risks involved with Nuclear?
(00:44:25): Constellation Energy thesis
(00:47:24) What stocks do you like in the circular economy sub-area of interest?
(00:52:09) Can you provide some colour around how nuclear is renewable? How do you store all the waste from nuclear energy?
(00:55:48) Would it be fair to classify you as a global climate industrial play, encompassing technology and traditional industrial companies but doesn't have exposure to mining and commodities?
(00:57:01) Conclusion and takeaways

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Disclaimer: The material contained in this presentation is for general information purposes only as is not investment advice of any nature. The information contained in this presentation reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this document may change at any time after the date of issue.This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should consult a professional adviser and consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statement (PDS) for the applicable Fund, which may be obtained from www.gsfm.com.au, www.munropartners.com.au or by calling 1300 133 451.GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GSFM Responsible Entity Services) is the responsible entity of the Munro Global Growth Fund ARSN 612 854 547 APIR MUA0002AU (MGGF); the Munro Concentrated Global Growth Fund ARSN 630 173 189 APIR GSF9808AU (MCGGF) and the Munro Climate Change Leaders Fund ARSN 654 018 952 APIR GSF1423AU (MCCL), together the “Funds”, and is the issuer of this information.Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this document. The management costs are inclusive of GST and RITC. The Fund Exposure and Top 5 Holdings depict end of month figures and may have changed materially from holdings during the month or not disclosed due to confidentiality reasons. The Delta Adjusted Exposure includes impact of options hedging. Numbers may not sum due to rounding or compounding returns.GSFM Responsible Entity Services is the issuer for the Funds, the MGGF PDS dated 30 September 2022, the MCGGF PDS dated 30 September 2022 and the Additional Information to the PDS, and the MCCLF PDS dated 28 October 2021 and the Additional Information to the PDS all of which may be obtained from www.gsfm.com.au, www.munropartners.com.au or by calling 1300 133 451. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. GSFM Responsible Entity Services has produced a Target Market Determination (TMD) in relation to the Funds. This document, presentation and video was issued on 23 November 2022.