Munro Partners

The fourth era of computing is here: artificial intelligence. So, why is Munro excited about this as an investment opportunity? Nick Griffin explains how the investment team see this next tectonic shift as the next great structural growth trend happening in our world today and why it's more than just hype. #investinthejourney #AI #growthinvesting

Our CIO and Founding Partner Nick Griffin features in The Australian Financial Review's 'Monday Fundie' segment. Read the full article via the link below 👇

It has been 12 months since we launched the Munro Global Growth Small & Mid Cap Fund! ⭐ In the video below, Qiao Ma talks us through her biggest learnings over this period, the Fund's performance, investment strategy, and future outlook.

The Munro Global Growth Small & Mid Cap Fund returned 6.9% in October, outperforming its benchmark’s return of 2.8% by 4.0%.

The Munro Climate Change Leaders Fund returned 5.6% in October, outperforming its benchmark’s return of 3.5% by 2.0%.

The Munro Concentrated Global Growth Fund returned 5.4% for October, outperforming the benchmark return of 3.9% by 1.4%.

The Munro Global Growth Fund returned 3.1% for October. Long equities contributed 0.3% to performance, currency hedging contributed 2.8% and the contribution from short equities (+0.1%) was offset by hedge positions (-0.1%).

US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️ Listen to the episode here 👉 https://lnkd.in/gh7sWgmd

We are thrilled to announce that we've been awarded Best Australian Based Global Equity Manager at the 2024 Australian Fund Manager Awards 🎉   This is following the Munro Global Growth Fund winning the Global Equity (above $500 million) category at the With Intelligence HFM APAC Performance Awards in Hong Kong, in September.

The Munro Global Growth Small & Mid Cap Fund returned 4.0% for the September quarter, underperforming the MSCI ACWI SMID Index by 1.3%, which returned 5.3%. The Fund has returned 44.0% since inception, outperforming the MSCI ACWI SMID Index which returned 21.3% over the same period. The September quarter proved to be a turbulent period for the stock market. July saw a resurgence of small-cap stocks, which outperformed their large-cap counterparts after years of lagging behind.