Jensen Huang founded Nvidia in 1993. For much of its life, it was a good company, not a great one. A specialist chipmaker, a few near-death moments, and long stretches where the stock went nowhere.

Over the past decade, however, Nvidia has become the poster child for modern growth investing. What looks like an overnight success was, in reality, a 20-year build, powered by reinvestment, innovation, and patience. It is now one of the largest companies on the planet, and a reminder that the best growth stories often take far longer to reveal themselves than markets expect.

That lesson extends well beyond a single stock. Over the past 15 years, growth has been the dominant equity style. 

Since the post-GFC reset, global growth stocks have outperformed value by around four-and-a-half percentage points per year, when they really had no right in doing so. Growth was meant to fail. Instead, it adapted, overcoming inflation shocks, aggressive rate hikes, and repeated predictions of its demise. 

The winners of this era were not blue-sky ideas, but businesses that could reinvest capital at scale, defend margins, and compound earnings through wildly different market regimes. The growth decade did not end with cheap money. It evolved.

And if the past 15 years have taught us anything, it’s this: great growth stories are rarely obvious at the start.

With that in mind, we asked nine of Australia’s sharpest investment minds, spanning ASX and global equities, to nominate their top growth pick for 2026.



These interviews were filmed on Tuesday, 9 December 2025.