James Marley of LiveWire Markets interviews Munro Partners CIO, Nick Griffin. Their wide ranging discussion covers a range of key points, including:

  • What it truly means to be a growth manager
  • “S-curves”: what they are and why they’re important
  • How to tell structural winners from losers
  • How “structural losers” feed into Nick’s short positions
  • Where to now for Netflix as new threats emerge
  • Nick’s outlook for US earnings at this stage of the cycle
  • The biggest changes to Nick’s portfolio in the past 12 months
  • The most exciting growth prospect Nick has come across recently

Click here to watch or listen to the interview (video or podcast).