GSFM Conversations

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.

Conversations: Silver Lining, Episode 4 with Kieran Moore from Munro Partners

In this episode, GSFM's CEO Damien McIntyre chats with Munro Partners portfolio manager Kieran Moore. They discuss growth equities in the current environment and examine Munro's Areas of Interest. 

Conversations: Silver Linings, Episode 3 with Peter Szekely from Tanarra Credit Partners

In this episode, GSFM's CEO Damien McIntyre discusses all things private credit with Tanarra Credit Partner's Managing Partner Peter Szekely. 

Conversations: Silver Linings, Episode 2 with Jun Bei Liu from Tribeca Investment Partners

In this instalment, GSFM's CEO Damien McIntyre chats to Jun Bei Liu, lead portfolio manager of the $1.2 billion Tribeca Alpha Plus Fund.  Jun Bei shares her insights on inflation, rates and recession - as well as the all important China re-opening - and what this means for the Aussie market and her fund.

Conversations: Silver Linings, Episode 1 with Stephen Miller from GSFM

In this first of a new series focused on 'silver linings, GSFM's CEO Damien McIntyre and investment strategist Stephen Miller discuss 2022 and the year ahead. Listen to find out where the silver linings might be!

Episode 6: Dividends from Australian shares

Investing in corporate Australia provides a share of company profits in the form of a dividend, as well as the potential for capital growth. This episode examines the Aussie dividend landscape in light of rampant inflation and rising interest rates.

Episode 5: Income from fixed interest investments

Despite rising inflation, there's a lot of good news for fixed income investors. Rates are improving and if, like Payden & Rygel, your manager has flexibility as to the fixed income asset classes where they can invest, there's a lot of income-generating opportunity in the market.

Episode 4: Income in an inflationary environment

In this episode of Conversations, GSFM's CEO Damien McIntyre chats with investment strategist Stephen Miller. They discuss how inflation and rising interest rates will impact different asset classes and where investors might find income in such an environment.