Munro Partners Climate Webinar March 2022

Munro Partners held a live Climate webinar and Q&A session with our Climate Co-Leads, Nick Griffin & James Tsinidis on Thursday, 3 March at 12:00pm (ADST). Nick and James were joined by Mike Harut, Munro's Responsible Investment Manager, for the Q&A segment to answer ESG related questions.

The webinar was hosted by Taylor Bree, Communications Manager at Munro Partners.

TB (00:00:00): Introduction
NG (00:01:25): Introduction
NG (00:02:35): About Munro
NG (00:04:03): How we invest
NG (00:08:43): The case for Climate
JT (00:13:07): The cost of decarbonisation
JT (00:17:22): Clean Energy
NG (00:21:12): Clean Transport
MH (00:27:10): Mike Harut Introduction

Q&A
(00:28:16): Are you able to provide some background into Munro's ESG integration into the investment process and then more broadly, where Munro is heading?
(00:34:12): Regarding valuations across the climate universe. How much of the growth do you think is currently priced in?
(00:37:24): Are technology companies a large part of the Climate portfolio?
(00:39:20): Biden recommitted to the Clean Energy Bill in the State of the Union. What are your thoughts on the likely progress of the Bill? How important or large is this in comparison to Europe's historic initiatives?
(00:43:04) We currently have zero exposure to ASX listed companies - why is that and are there future Australian champions?
(00:44:47) Can you please discuss the mechanics of the Munro Climate Change Leaders Fund. For instance, number of holdings, currency hedging - can you perhaps just run through a summary?
(00:46:13): What is the role of Hydrogen within the clean energy opportunity set?
(00:47:04) Conclusion and takeaways

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Disclaimer: The material contained in this presentation is for general information purposes only as is not investment advice of any nature. The information contained in this presentation reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this document may change at any time after the date of issue.

This presentation constitutes general information only and has been prepared without taking account of the objectives, financial situation or needs of individuals
The information contained in this document reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this document may change at any time subsequent to the date of issue. 

GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GSFM Responsible Entity Services) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 APIR GSF1423AU (MCCL or Fund) and is the issuer of this information. This information has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statement (PDS) for the Fund, the MCCLF PDS dated 10 December 2021 and the Additional Information to the PDS, both of which may be obtained from www.gsfm.com.au, www.munropartners.com.au/access or by calling 1300 133 451.

Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund. No representation or warranty is made concerning the accuracy of any data contained in this document. The management costs are inclusive of GST and RITC. The Fund Exposure and Top 5 Holdings depict end of month figures and may have changed materially from holdings during the month or not disclosed due to confidentiality reasons. Numbers may not sum due to rounding or compounding returns.GSFM Responsible Entity Services has produced a Target Market Determination (TMD) in relation to the Munro Climate Change Leaders Fund. The TMD sets out the class of persons who comprise the target market for the Munro Climate Change Leaders Fund and is available at www.gsfm.com.au

This document, presentation and video was issued on 3 March 2022.