Posts Tagged ‘Area of interest’
Area of Interest: Innovative Health
In this video, Portfolio Manager Kieran Moore sits down to answer questions surrounding one of our key Areas of Interest: Innovative Health. He speaks about the opportunities Munro has identified in this space, and the companies we are invested in that are leading the way, particularly in the GLP-1 opportunity. The information provided by…
Read MoreInvest in the Journey Podcast: Episode 23 – Areas of Interest: Digital Payments
When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape…
Read MoreArea of Interest: Digital Payments
Partner & Portfolio Manager Kieran Moore, talks to Communications Manager Taylor Bree-Casey about the Area of Interest Digital Payments and some winners in this area. This video was recorded on 10 February 2023. The information provided by Munro Partners is general information and is for educational purposes only. The video is not intended to…
Read MoreInvest in the Journey Podcast: Episode 8 – Areas of Interest series: Innovative Health
Innovative Health is the first AoI to kick off our Areas of Interest series. Partner and Portfolio Manager Jeremy Gibson takes us through a deep-dive into the healthcare sector and how it’s a structural change happening in our world today. Listen to the episode below. IMPORTANT INFORMATION: The information provided by Munro Partners is for…
Read MoreArea of Interest: Innovative Health
Munro Partners’ Chief Investment Officer Nick Griffin delves into our current largest Area of Interest – Innovative Health. He discusses the tailwinds for Innovative Health in general and then identifies the ramifications of COVID on testing and vaccines for three companies. Recorded 15 October 2020. Disclaimer: Munro Partners mentions particular investments that the Fund…
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