Manage episode 276401336 series 2636819
Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years.
We were honoured to chat with Nick about his investing philosophy and process searching for growth companies.
Nick is also a conference fund manager for the Sohn Hearts & Minds conference in Australia, and will be pitching again in 2020. Nick pitched the Trade Desk (NASDAQ: TTD) at 2019 Sohn Hearts and Minds Conference which is up 150% (since pitched on 22 November 2019).
This was a fantastic interview, where we covered:
- Where his research process starts?
- How do you know when to enter and exit a stock when looking at it through a growth framework?
- Does value mean anything - what do you say to people who look at the P/Es of Amazon, Afterpay etc and comment on valuation?
- Discounted cash flow and his views on record low interest rates
- Plus so much more!
We hope you enjoy this interview as much as we did. If you want to see more of Nick, a reminder you can buy tickets to the Sohn Hearts & Minds Conference to see his stock pitch, along with other fund managers. For 20% off the ticket price use HM1MATES
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