Munro Partners' Nick Griffin on picking the few winners and avoiding the many losers in global equities
INTERVIEWSERIES
Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners
June 2026
In this exclusive interview, 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.
Watch the full interview which covers:
00:11 - What has driven Munro Partners’ philosophy to focus on identifying and investing in structurally growing companies rather than cyclically growing companies?
00:54 - Equity markets are inherently made up of very few winners, and lots of losers. How do you go about finding these few winners?
02:08 - What are the main characteristics of a great growth company you look for, that you’ve found to be a determinant of who the long-term winners will be?
03:29 - Not all companies are going to be winners. How do you manage those positions and can you talk us through your sell discipline?
05:19 - If you had to choose one area of interest today or a theme that sets up investors for long term investment success, what would it be and why?
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Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners
Nick is Founding Partner and Chief Investment Officer at Munro. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long and short equity mandates for over 15 years.
Key career highlights include: Over 25 years working in financial services with 15 years funds management experience; 2005-2015, Head of International Strategy on the K2 Select International Absolute Return Fund; Member of the K2 Asset Management asset allocation and currency exposure committee; 2000-2005, Senior Analyst (Global Oil and Gas) at Deutsche Bank UK; and 1996-1999, Manager Australian Equities for Commonwealth Financial Services.
Nick holds a Bachelor of Commerce (Hons) degree from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment and a Registered Representative of the Sydney Futures Exchange.
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