Munro Partners' Nick Griffin on picking the few winners and avoiding the many losers in global equities

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-05-31

Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners | Nick discusses why the stock market is not the economy and that there are many losers and only a few winners. He explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on structural themes that are providing the tailwinds from which winners will emerge. Listen to the full interview which covers: - What has driven Munro Partners’ philosophy to focus on identifying and in...