Elevating team performance at boutique fund manager Munro Partners

Future IM/Pact programs used: 

We love working with fund managers over time so we can immerse ourselves in their world and become a sounding board on culture. We've had the privilege of working with boutique global equities manager Munro Partners since 2019.

Here's a snapshot of how we work together.

Yolanda gets to the heart of issues that are holding individuals and the team back from operating at their best. She has become a valued extension of our team and sounding board for me on people issues as we’ve grown.

Background

We started working with Munro Partners in 2019 when they were a team of 10. They had experienced exceptional growth in funds under management and knew investment in their culture was essential to ensure their ongoing success. While they were a tight team of high performers, individualist thinking, getting stuck in ruts after making the wrong call, and a tendency to defer to leadership were among the mindset and behavioural challenges the founders were keen to address.

Developing the team from the inside out

Our engagement started with one-on-one interviews to identify everyone’s perspective on the team’s greatest growth opportunities. From there, we developed a workshop series targeting self-awareness, other-awareness, adaptability and communication.

The team has expanded to over 20 and FUM continues to grow. Yolanda continues to induct new team members in key adaptive leadership concepts, provides ad-hoc support to the leadership team and 1 on 1 coaching to senior investors.

Munro Partners logo
Outcomes
  • Supported the investment team to shift individualistic decision-making and tap into their collective intelligence
  • Provided a shared language for owning unconstructive, threat-based responses
  • Helped team members shift long-held insecurities, improving their confidence, productivity and well-being
  • Reinforced leadership commitment to team culture
  • Improved team communication, providing and receiving feedback and alignment

Share:

More case studies

VFMC aspires to become one of the first gender balanced investment managers in the world, and are well on their way with 40% women across their investment team. In 2022, VFMC joined Future IM/Pact as a partner to not only strengthen their own gender diversity position, but also raise the bar across the board with their support of industry-wide initiatives, including LIFT Sponsorship Program.
Macquarie Securities joined Future IM/Pact in 2019 as a result of the commitment of Executive Director and then Head of Research, Kristen Edmond.
Mentoring Circles offer students an opportunity to learn more about the industry and be mentored by leading investors from our partner firms. We kicked off in March with TDM Growth Partners.

Join us as we foster a generation of diverse fund managers

Find out more about our programs and stay in the loop with upcoming events and opportunities.

Book a meeting

Book a meeting

Subscribe

Join our community today to receive monthly insights, tailored to your career stage and interest.

Name*
Select the content you'd like to receive:*
This field is for validation purposes and should be left unchanged.