Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Jonathan Nurick CIO and founder of DivGro.

• In 2019, Nurick co-founded investment fund DivGro, born out of the investment philosophy his family office has been implementing for decades. His father, Matthew Nurick, was one of the directors of prominent London-based fund of hedge funds pioneer Momentum Group.
• The funds approach is rooted in academic research (led by Myron Gordon, father of the Gordon Growth Model) linking long-term dividend growth and share price appreciation.

Talking Points

• Can you explain the DivGro Philosophy?
• What is the Gordon Model?
• How a dividend focus can bolster investor psychology and help investors stay on course
• How to use dividends to make assessments on companies one should invest in
• Which features of a dividend should investors pay attention to and why?
• Can you maybe give us some examples of how you identify and profit from rising dividends.
• Why dividends offer insight into a company’s health and long-term prospects
• When considering dividends, should investors be focused on immediate income generation (i.e. high initial yields) or long-term capital growth?
• What advice would you give retail investors in this environment?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.

As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.

Talking Points:

• Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
• Thoughts on the current market environment
• Early takeaways from Trump 2.0
• How Nick manages investments in a volatile market
• Munro's strategy and how it's playing out
• Why Nick is a big believer in the AI revolution and how Munro is positioned
• Stock ideas and standout opportunities
• Market outlook for the US and global equities
• Performance of Munro's funds
• Discussion on Munro's ASX-listed funds, including MAET
• Are they ETFs or something else?
• How an active fund manager navigates the rise of ETFs
• Risks to be cautious of going forward
• Key indicators to watch in the tech space
• Words of wisdom for retail investors

Views expressed are current at the time of recording and are subject to change.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.

Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.

In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.

In this episode, they discuss:

• The rise of scams and how to spot them
• What Computershare is doing to keep investor data and shareholdings safe
• Practical steps investors can take to help prevent fraud
• Important considerations around estate planning

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.