GSFM Conversations: Munro Partners discuss growth equities

Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.

May 29, 2023

Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.

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In a recent episode on GSFM Conversations, Damien McIntyre, the CEO of GSFM, chats with Portfolio Manager Kieran Moore of Munro Partners (Core Fund Manager) to discuss the current investment environment and several areas of interest that have Munro's team excited.

Notably, Kieran discusses the expanding opportunity within the semiconductor industry, highlighting ASML (2022 Conference Stock Pick) as one of the standout companies within the industry.

You can listen to the podcast below:

Disclaimer: This material has been prepared by GSFM, published on 29 May 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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In a recent episode on GSFM Conversations, Damien McIntyre, the CEO of GSFM, chats with Portfolio Manager Kieran Moore of Munro Partners (Core Fund Manager) to discuss the current investment environment and several areas of interest that have Munro's team excited.

Notably, Kieran discusses the expanding opportunity within the semiconductor industry, highlighting ASML (2022 Conference Stock Pick) as one of the standout companies within the industry.

You can listen to the podcast below:

Disclaimer: This material has been prepared by GSFM, published on 29 May 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

Disclaimer: This material has been prepared by GSFM, published on May 29, 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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