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The stock market is not the economy: the case for structural growth equities with Munro

Start Date:10/15/2025

Start Time:1:00 PM EDT

Duration:60 minutes


SUMMARY:


Explore the case for structural growth equities as Munro Partners shares their unique approach to identifying and capitalizing on long-term structural growth trends across global markets, making them home to some of the top performing global equity funds in the country.

For advisor only.


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Speakers

Kabi Thaya

Partner & Institutional Portfolio Manager

Munro Partners

Kabi joined Munro Partners in April 2021 and is currently our Partner & Institutional Portfolio Manager based out of Toronto, Canada. Kabi’s primary mandate as a client facing professional includes serving as a conduit between our Investment Team and various channels representing the Canadian asset base, while also supporting the growth of our assets under management. Combining a thorough understanding of our investment philosophy and process with regular interactions with our investment team, Kabi provides investors and prospective investors with insights on our portfolio management decision-making, ranging from risk management, stock selection and general market sentiment in order to enhance our client servicing presence in Canada. Previous to Munro, Kabi worked at BMO's Private Investment Counsel in Toronto, a discretionary investment management firm. Kabi is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA) and holds a Bachelor of Commerce from the University of Toronto.

Kieran Moore

Partner & Portfolio Manager

Munro Partners

Kieran Moore joined Munro Partners in July 2016. Working closely with the Chief Investment Officer, Nick Griffin, Kieran is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has been focused on global growth equities since 2014 and has undertaken additional functions including research, modelling, portfolio analysis and trading. Kieran is a Chartered Financial Analyst (CFA), holds a Bachelor of Commerce from the University of Melbourne, with majors in Finance and Economics, and also a Juris Doctor Law Degree from the University of Melbourne.

James Tsinidis

Partner & Portfolio Manager

Munro Partners

James Tsinidis joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the portfolio. James has previously worked as Porfolio Manager where he was based in both Melbourne and Edinburgh and was entirely focused on the US, European and Asian stock markets. Having worked previously with other members of the Munro investment team, James is well versed evaluating investing ideas using Munro's proprietary growth focused process. Key career highlights include: over 16 years of financial services experience; 2013-2016 Portfolio Manager/Senior Investment Analyst on the K2 Select International Absolute Return Fund.
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