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

4d ago

Everyone’s using AI: What that means for compute demand

CIO Nick Griffin has just returned from two weeks in the US, attending the Goldman Sachs Technology Conference and the Morgan Stanley Industrials Conference, alongside numerous company meetings. In this update, Nick shares what he heard on the ground: a strong but bifurcated US economy, rapidly accelerating demand for compute as companies move into the industrialisation phase of AI, and why the team believes the data-centre build-out is only around halfway through. He also discusses the recent pullback across AI and travel names, and where Munro sees the key opportunities into the end of the year. Issued by Munro Partners (ABN 58 295 538 057), a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast 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 podcast 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 consider its appropriateness having regard to your own objectives, financial situation and needs and obtain independent advice from a licensed professional adviser. 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. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as 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 podcast. 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. This podcast was recorded on 30 September 2026.
Jul 1

There are no bears in Taipei: what a research trip revealed about the AI infrastructure buildout

What happens when you spend two weeks meeting the companies building the AI revolution? CIO Nick Griffin and Investment Analyst Jean Huang share their biggest insights from Taiwan. Prepared by Munro Partners, a corporate authorised representative (CAR 1244894) 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. The information in this podcast has been prepared without taking account of the objectives, financial situation, or needs of individuals. 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.
Jun 24

Earnings season wrap-up: the structural changes driving markets

AI infrastructure is accelerating, aviation demand remains structurally strong, and security spending continues to reshape the global landscape. Investment Analysts, Ben Chamberlain, Dan Condon and Nicky Sun unpack the key insights from Q1 2026 earnings season and what they mean for Munro's Areas of Interest. Prepared by Munro Partners, a corporate authorised representative (CAR 1244894) 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. The information in this podcast has been prepared without taking account of the objectives, financial situation, or needs of individuals. 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.
Apr 20

Investing in Climate Change Leaders mini series: Calling Canada

In episode four of our Climate Series, Responsible Investment Manager Mike Harut chats with Milla Craig, Founder & CEO of Millani. Together they explore the real state of responsible investment in Canada. From the ripple effects of the US policies, to whether climate targets are still driving corporate spending, and why AI might just be the most fascinating development in the space right now. 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
Mar 6

International Women's Day 2026

This International Women’s Day, Communications Designer Annmarie Nocera sits down with Investment Analysts Nicky Sun and Jean Huang and Junior Trader Sophia Hollingshed to discuss their career journeys, roles at Munro, and what keeps them motivated. Performance reference: Alphabet shares increased approximately 65% between Jan 2025 and Dec 2025. Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast 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 podcast 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 obtain independent advice from a licensed professional adviser. 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. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as 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 podcast. 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. This podcast was recorded on 27 February 2026.
Mar 5

Earnings season wrap-up

Investment Analysts Dan Condon and Ben Chamberlain unpack key insights from the most recent reporting season, exploring companies within some of our Areas of Interest like Climate and Digital Enterprise, and whether or not investment convictions were strengthened or changed. Issued by Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 552 254) an Australian Financial Services Licence holder (AFSL 480509). The podcast is for general information purposes only as it is not investment advice of any nature. The information contained in this podcast 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 podcast 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 obtain independent advice from a licensed professional adviser. 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. Past performance information given in this podcast is given for illustrative purposes only and should not be relied upon as 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 podcast. 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. This podcast was recorded on 27 February 2026.
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.
10/31/2025

Investing in Climate Change Leaders mini series: On the ground in China

In episode three of our Climate Series, Responsible Investment Manager Mike Harut sits down with Investment Analyst Tom Paul to unpack insights from Tom’s recent research trip to China - the centre of the global electric vehicle (EV) and battery revolution. Tom shares key takeaways from meetings with BYD, the world’s largest EV manufacturer, and CATL, a global leader in battery technology - exploring both the opportunities and challenges driving innovation in this critical sector. 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

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

Creator

Munro Partners
Years Active

2025 - 2026
Episodes

51
Rating

Clean
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