About this episode

Qiao Ma discusses the importance of curiosity and grit for long-term investors and shares insights on investment strategies.

In this episode of The Rules of Investing, Qiao Ma of Munro Partners explains why curiosity and grit are essential traits for long-term investors. We discuss: Why curiosity is central to Munro Partners’ investment process How following bottlenecks can uncover overlooked investment opportunities Why large-cap research can help identify tomorrow’s small and mid-cap winners The challenge of balancing conviction with the possibility of being wrong Why grit matters when investments do not work out How Munro uses risk management to avoid letting losers dominate the portfolio Where Ma is still finding opportunities in AI, power, travel and healthcare How Howmet Aerospace and Acter emerged from deeper supply-chain research The one investment Ma would make if markets closed for five years. Guest from Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder (AFSL 480509). The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any…

People in this episode

Guest: Qiao Ma

Topics covered

• investing traits
• curiosity
• grit
• risk management
• investment opportunities
• AI
• healthcare

Keywords

• investing
• curiosity
• grit
• risk management
• AI
• healthcare
• investment opportunities
• Munro Partners

Mentioned in this episode

Organizations: Munro Partners, Munro Asset Management Limited, Howmet Aerospace, Acter

Places: Australia

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