GSFM Conversations

Conversations: On Stage with Nick Griffin, Qiao Ma and James Tsidnidis from Munro Partners, March 2024

GSFM hosted Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners at a lunch event at the Sofitel Melbourne on Collins on 20 March 2024. This event was part of a national series which also took place in Brisbane, Sydney, Adelaide and Perth.

We hope you enjoy the podcast and find the content compelling and valuable.

 

The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by GSFM and 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.

Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance.

Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds.

Product Disclosure Statements and Target Market Determinations for all Munro funds are available at gsfm.com.au

Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (“MCCL.ASX”) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (“MCGG.ASX”) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (“MAET.ASX”) ARSN 630 319 053 (Fund) and is the issuer of this podcast.

 

Conversations: Back to Basics, Episode 3 with Nigel Jenkins from Payden & Rygel

GSFM's Damien McIntyre has a great conversation with Payden & Rygel's Nigel Jenkins. Having worked in fixed income markets for over 35 years, Nigel is well placed to answer the big questions...are bonds back and what is the outlook for fixed income in 2024?

Conversations: Back to Basics, Episode 2 with Kevin Hebner from Epoch

This second episode sees CEO Damien McIntyre in conversation with TD Epoch's investment strategist Kevin Hebner. Together they discuss the macro issues and themes most likely to impact markets in 2024 - and yes, AI is definitely one of those themes!

Conversations: Back to Basics, Episode1 with Stephen Miller from GSFM

In the first episode for 2024, GSFM's investment strategist Stephen Miller and CEO Damien McIntyre discuss the year ahead and, specifically, the macro and structural themes likely to effect markets and investors.

Conversations: Silver Linings, Episode 9 with Ed Cole from Man GLG

In this episode, Man GLG's Ed Cole joins CEO Damien McIntyre to talk about the global macro environment and how it is affecting financial markets. 

Conversations: Silver Linings, Episode 8 with Andrew Swan, Man GLG

In this latest episode, GSFM's CEO Damien McIntyre chats about investing in Asia with Man GLG's Andrew Swan, who has spent the last 20 years investing in the region. Andrew shares his insights and perspectives on the region and explains the differences between investing in Asia and more broadly in emerging markets. A great conversation and a must-listen episode for those with an interest in Asian markets.

Conversations: Silver Linings, Episode 7 with Simon Brown from Tribeca Investment Partners

In this episode, Tribeca's small cap manager Simon Brown joins CEO Damien McIntyre to talk about the Australian market and small and mid cap stocks and sectors in particular. Hear how the sector fared in the recent reporting season, coming off the back of a challenging year for smaller companies globally.

Conversations: On Stage with Nick Griffin and Qiao Ma from Munro Partners, August 2023

In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow.

The information provided by GSFM and Munro Partners in this recording is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by GSFM and 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. 

Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance.

Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds. Fund Disclaimers, Product Disclosure Statements and Target Market Determinations for all Munro funds are available at gsfm.com.au

Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (“MCCL.ASX”) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (“MCGG.ASX”) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (“MAET.ASX”) ARSN 630 319 053 (Fund) and is the issuer of this podcast.

Conversations: Silver Linings, Episode 6 with James Tsinidis from Munro Partners

In this episode, GSFM's CEO Damien McIntyre explores the investment opportunity presented by climate change and delves into the Munro Climate Change Leaders Fund with portfolio manager James Tsinidis.

Conversations: Silver Lining, Episode 5 with Mike Harut from Munro Partners

GSFM's CEO Damien McIntyre sits down with Munro Partners' responsible investing manager Mike Harut. They discuss the benefits of incorporating ESG factors into company analysis, the role of responsible investing in the stewardship of capital and the importance of being fully transparent to investors.