OM DENNE EPISODE
In this episode, Managing Partner Paul Nicol is joined by Kieran Moore, Partner & Portfolio Manager – Munro Global Growth Fund (ASX: MAET) & Munro Climate Change Leaders Fund (ASX: MCCL).
Together, they delve into Munro Partners’ distinctive investment philosophy, exploring how the team identifies long-term structural growth opportunities across global markets. From portfolio construction and capital preservation to navigating macroeconomic shifts and emerging climate themes, this conversation offers valuable insights into the strategies driving Munro’s global growth and climate-focused funds.
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Engelsk
USA
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ANDRE EPISODE I DENNE PODCAST
In this episode, Senior Partner Patrick Malcolm is joined by Sean Roger, Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short and the Perpetual Equity Investment Company (ASX:PIC).
This episode delves into Perpetual’s key holdings and market exposure, exploring how the team naviga…
In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Amelia Paullo are joined by Sam Berridge and Ewan Galloway, Portfolio Managers at Perennial Partners, to discuss the Strategic Natural Resources Trust. Together, they explore the opportunities and challenges of investing in t…
In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Sam Eley are joined by David Leslie, Investment Director, for an insightful discussion on private asset investing. David explains what private equity represents as an asset class, the key traits JAADE looks for in investment …
In this episode, Senior Partner Patrick Malcolm and Senior Financial Adviser James Malliaros speak with Ryan Quinn from WCM Investment Management about the firm’s distinctive global growth strategy, which focuses on companies with expanding competitive advantages and strong corporate cultures. Ryan…
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