Nick Griffin - The Nvidia story is not over | Summer Series

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Dec 8, 2024

Join Nick Griffin, Founding Partner & CIO of Munro Partners, as he delves into the future of Nvidia and why its growth story isn’t over yet. With over 15 years in the chip space, Nick shares invaluable insights on his investment philosophy, highlighting effective strategies for building a long-term portfolio. He discusses the impact of AI on investments, the importance of management alignment, and shares exciting stocks on his radar. Tune in for a blend of expertise and refreshing perspectives on growth stocks.

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ADVICE

Investing in Structural Change

Identify big structural changes, like the rise of AI, to make money in investing.
Focus on the winners of these structural shifts.

INSIGHT

Identifying True Growth Trends

Find structural trends that capture market share from existing sectors.
True growth must come at someone else's expense, exceeding overall market growth.

INSIGHT

Characteristics of Winning Companies

Winning companies have consistent characteristics: strong market position, high growth, durable earnings, aligned management, and excellent customer perception.
These common factors predict success across various industries, regardless of specific trends.

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Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Nick, we're unpacking:

What Nick is working on today and why Nvidia may have more growth left in 2025
How Nick got started in funds management
Lessons learned while investing in growth stocks
How Nick would set up a portfolio if he was starting again today
What interesting stocks Nick's keeping an eye on today

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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