When markets crashed in February and March, Nick Griffin and his team set out a plan for navigating the crisis by switching from defence to offence.
“We called it the attack plan,” the chief investment officer of Munro Partners told The Australian. “We built it in mid-March and we thought we’d execute it over a two to three-month period, but we ended up having to do it in just three weeks. It was quite frantic.
“We knew where we wanted to be invested. And so as the market was coming down, there were these great opportunities appearing. We said, well, this is how we want the portfolio to look, these are the companies we want to be in and this is what we’re going to do.
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