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Australian Investors Podcast
Qiao Ma: finding killer companies, surviving the GFC & why founders win
Jan 6, 2025
Qiao Ma, Portfolio Manager at Munro Partners, has an extensive background in finance, including experience at Lehman Brothers. In an engaging discussion, she reveals what truly makes a stock a 'killer' investment. Qiao shares insights on surviving the GFC and why founder-led companies often outperform others. She emphasizes the importance of control in long-term investing and offers thoughtful advice for young investors, underlining the significance of authenticity and mentorship in their financial journeys.
51:36
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Quick takeaways
- Qiao Ma emphasizes the GARP investment strategy as effective for identifying strong companies at reasonable valuations amid market volatility.
- The podcast highlights the significance of founder-led companies in driving long-term shareholder value through strong leadership and visionary decision-making.
Deep dives
The Appeal of GARP Investing
Growth at a Reasonable Price (GARP) is highlighted as a compelling investment strategy that combines the benefits of growth and value investing. The GARP ETF aims to identify strong companies that are trading at reasonable valuations, making it an attractive investment for those seeking balance in their portfolios. By focusing on good companies at good prices, this approach allows investors to capture upside potential while mitigating risk. The podcast emphasizes that this investment philosophy is particularly relevant in the current market environment where small to mid-cap stocks present unique opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode