Invest in the Journey

Munro Partners

Join Munro Partners as we navigate the journey of growth investing.

  1. 12/19/2025

    Wrapping up the year that was and looking to the year ahead

    In this episode, CIO Nick Griffin reflects on 2025, and outlines how the team are positioning to take on 2026.    The information provided by Munro Partners is general information only. This podcast is not intended to include or constitute financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.  This information has been prepared without taking account of the objectives, financial situation or needs of individuals. You should obtain independent advice from a licensed professional adviser before making any investment decision. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Munro Partners is a corporate authorised representative CAR 1244894 of Munro Asset Management Limited, AFSL 480509. Past performance information in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. Neither Munro Partners, GSFM Responsible Entity Services nor any related entity guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund. No representation or warranty is made concerning the accuracy of any data contained in this document. 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); and the Munro Global Growth Small and Mid Cap Fund ARSN 670 777 885 (Fund) APIR GSF0874AU (SMID), together the “Funds”. This podcast was recorded on 17 December 2025.

    24 min
  2. 09/30/2025

    Investing in Climate Change Leaders mini series: Batteries and CATL

    Join Mike Harut and Nick Griffin in episode two of our Climate Series: Investing in Climate Change Leaders. In this episode they explore the rise of CATL as the global leader in electric vehicle (EV) batteries, highlight the company's strong market share, discuss potential risks and explore the opportunity for expansion into new areas like storage, recycling, and electrification of transport. In this series, we explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world works towards net zero GHG emissions. At Munro, we estimate that upwards of $50 trillion will be invested to make this transition possible, making it one of the biggest investment opportunities of our time.  Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of 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. Information about the Munro funds is available at munropartners.com

    16 min
  3. 09/01/2025

    Investing in Climate Change Leaders mini series: The landscape

    Welcome to our Climate Series: Investing in Climate Change Leaders. In this series, we will explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world moves towards net zero. At Munro, we believe that upwards of $50 trillion will be invested to make this transition possible. Join Mike Harut and James Tsinidis in episode one, as they follow the money, uncover new opportunities, and explore how Munro is positioned to capitalise on what could be one of the greatest investment opportunities of our time. Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of 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. Information about the Munro funds is available at munropartners.com

    19 min
  4. 07/02/2025

    Uncovering growth opportunities from San Francisco & New York

    🌍✈️ Research trips are a vital part of what we do as global growth investors. We value the opportunity to travel the world and see our portfolio companies in action. In this episode, CIO Nick Griffin and Investment Analyst Nicky Sun dive into their recent research trip to San Francisco and New York. They outline some of the new ideas and innovations they learnt while overseas, discuss the standout companies that they met with and share how their findings continue to shape Munro's investment outlook. Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. None of 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. Information about the Munro funds is available at munropartners.com

    20 min

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Join Munro Partners as we navigate the journey of growth investing.