PODCAST

Invest in the Journey

Munro Partners

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

business investing

All Episodes

17:30

International Women's Day 2026

Invest in the Journey ·

2026/03/06

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

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28:51

Earnings season wrap up

Invest in the Journey ·

2026/03/05

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

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23:52

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

Invest in the Journey ·

2025/12/19

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

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18:33

Investing in Climate Change Leaders mini series: On...

Invest in the Journey ·

2025/10/31

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

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15:47

Investing in Climate Change Leaders mini series:...

Invest in the Journey ·

2025/09/30

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

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18:53

Investing in climate change leaders mini series: The...

Invest in the Journey ·

2025/09/01

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

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20:16

Uncovering growth opportunities from San Francisco &...

Invest in the Journey ·

2025/07/02

🌍✈️ 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

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19:14

Investing in the global nuclear energy renaissance

Invest in the Journey ·

2025/06/24

In this episode, Responsible Investment Manager Mike Harut and Investment Analyst Daniel Condon sit down to explore the growing momentum behind nuclear energy. As the world seeks a source for clean baseload power, nuclear energy is back in focus with support from tech giants, major policy shifts, and new investment opportunities. Learn how Munro is engaging with leading companies and what this transition means for investors.Prepared by Munro Partners, a corporate authorised representative of Munro

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24:55

Navigating 2025: Markets, Trump 2.0, AI & what’s next

Invest in the Journey ·

2025/05/29

In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opportunities they're seeing across our different Areas of Interest. Prepared by Munro Partners, a corporate authorised representative of Munro Asset

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34:25

Wrapping up for the year: The sun did shine in 2024!

Invest in the Journey ·

2024/12/20

In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year.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

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14:15

What opportunities have emerged from Nuclear SMRs?

Invest in the Journey ·

2024/11/01

US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder

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33:28

Exploring investment opportunities: Nick Griffin's US...

Invest in the Journey ·

2024/10/09

What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to the US with investment team members Jean, Jeremy and James, where they gained valuable insights on some of the companies in our investment

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27:32

Part Two - The breakdown on Q2 Earnings Season: the...

Invest in the Journey ·

2024/09/04

In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and Novo Nordisk performed.If you haven't listened to Part One yet, listen to it here https://www.podbean.com/eas/pb-42rvi-16b890d Prepared by Munro Partners,

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28:13

The breakdown on Q2 Earnings Season: the team talk On...

Invest in the Journey ·

2024/08/29

In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.Any of the episodes mentioned in this podcast can be found on our website

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16:21

The Stock Story Series: GE Vernova

Invest in the Journey ·

2024/07/23

As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. munropartners.com.au 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

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10:15

The Stock Story Series: ASM International

Invest in the Journey ·

2024/07/11

As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.munropartners.com.au 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

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16:48

The Stock Story Series: SharkNinja

Invest in the Journey ·

2024/07/11

As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions. munropartners.com.au 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

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28:41

Nvidia became the biggest company in the world. Now...

Invest in the Journey ·

2024/06/19

Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up? In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia. munropartners.com.au FSG: Read it here Prepared

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30:25

The breakdown on Q1 Earnings Season: the team talk...

Invest in the Journey ·

2024/03/07

In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our investment analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q1 earning season. munropartners.com.au FSG: Read it here 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 video is for general information purposes

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19:07

Bubble or no bubble? Nick Griffin's thoughts on...

Invest in the Journey ·

2024/02/29

Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia's latest earnings results, its impact on the AI landscape and whether or not he thinks it's a bubble.munropartners.com.au FSG: Read it here 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 video is for general information purposes only and is not

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Invest in the Journey

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