key facts
Who we are
Munro was created in 2016 by a group of like-minded investment professionals determined to build a different kind of funds management business. This shared vision came together under the leadership of Nick Griffin, Munro Partners’ chief investment officer and an industry veteran with a long track record of investment success.
We are single-minded and distinctive – if not unique – in the way we run our business and manage our clients’ money.
Our aim is to be your global growth manager.
- Global growth only: Global focused, global networks, global equities only. No domestic biases.
- Partnership: Aligned longevity in business, aligned longevity in funds.
- Risk management: Absolute return mindset heritage with proprietary stop loss review framework.
- Relationships: Active in meetings and our network with Munro’s own qualitative and quantitative analysis.
- Track record: Munro’s successful past gives the confidence to believe in the future potential.
- Areas of Interest: Identify structural growth trends and their winners.
Munro has an unwavering conviction that finding tomorrow’s winners comes from understanding how and why the world is changing – and our investment track record bears this out.
The Partnership
Drawing upon the wisdom of some of the most enduring asset management businesses in the world, Munro has been formed as a partnership. The organisational stability created by this ownership structure allows Munro to recruit, and importantly retain, key staff over the long term. Helping us build an enduring business that reflects our collective values.
The partnership is made up of a team of like-minded individuals with previous working relationships that have come together to build, own and operate a successful global equities fund manager. All partners are significantly invested in the fund, ensuring strong alignment between partners and investors.
In May 2017, an alliance with GSFM was formed to provide distribution and responsible entity services for Munro and our funds and allowing us to focus on investment performance, operational excellence and communications. This successful alliance also allowed Munro to offer its long/short and long only strategies to the Canadian retail market through GSFM’s parent entity, CI Global Asset Management.
Recognitions and Awards
© 2018 © 2020 FE Money Management. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
© 2018 © 2020 Hedge Funds Rock and the Australian Alternative Investment Awards. All rights reserved. The information, data, analyses, and opinions contained herein include the proprietary information of Hedge Funds Rock and the Australian Alternative Investment Awards and may not be copied or redistributed without prior approval, do not constitute investment advice offered by Hedge Funds Rock and the Australian Alternative Investment Awards and are provided solely for informational purposes and therefore are not an endorsement of a fund or fund manager. Hedge Funds Rock and the Australian Alternative Investment Awards shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. Hedge Funds Rock and the Australian Alternative Investment Awards does not guarantee that a fund or fund manager will perform in line with its nominated award as it reflects past performance only. Likewise, any award should not be any sort of guarantee or assessment of the creditworthiness of a fund or fund manager or of its underlying securities and should not be used as the sole basis for making any investment decision.
The Zenith Fund Awards were issued 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
Ratings
- for advicer use
The rating issued May 2024 Munro Global Growth Fund, May 2024 Munro Global Growth Fund (Hedge Fund), May 2024 Munro Concentrated Global Growth Fund, May 2024 Munro Climate Change Leaders Fund and June 2024 Munro Global Growth Small & Mid Cap Fund are published by Lonsec Research Pty Ltd ABN 11 151 658 561AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned to MUA0002AU – November 2024, MAET.ASX – November 2024, GSF9808AU – November 2024, GSF1423AU – November 2024, MCCL.ASX – November 2024 – GSF0874AU – November 2024)) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
