July 27, 2018
Speaking in Sydney on Thursday, Munro Partners chief investment officer Nick Griffin said global equity investors have over 24,000 listed companies to choose from.
“There’s a whole bunch that profess to grow, but the vast majority are growing because of the macroeconomics,” Mr Griffin said.
“What we try to do is focus on these what we call secular or structurally growing companies… companies that grow regardless of the macroeconomic environment,” he said.
To read the article, click here.