Munro Partners launches global growth small and mid cap fund


Qiao Ma

Munro Partners has launched a global growth small and mid cap fund. The fund will be managed by Lead Portfolio Manager Qiao Ma.

The Munro Partners Global Growth Small and Mid Cap Fund invests in global growth oriented small and medium companies, with a market capitalisation between USD 250 million and USD 30 billion. The fund will typically hold 20 to 40 listed equities, and aims to achieve a return, after fees, exceeding the MSCI ACWI SMID CAP Index (Net) in $A over a rolling 5 to 7 year period.

Ms Ma says that the fund seeks to invest in today’s most innovative and fastest growing small and medium capitalisation companies in the world and will apply Munro’s proprietary investment philosophy and process.

“The fund is designed for investors seeking long term exposure to a concentrated portfolio of high quality global growth oriented small and medium capitalisation equities with the potential for capital growth.   The recent underperformance of small and mid-cap indexes also provide attractive opportunities to invest in a portfolio of high quality and fast growing companies.” Ms. Ma said

“The Munro Global Growth Small and Mid Cap Fund represents a natural progression for Munro, building upon our established expertise. Many of the stocks we are targeting in this fund are already part of the Munro universe. However, they often remain underappreciated due to their smaller size or lower liquidity, making them less suitable for our other investment strategies. With this fund, we are introducing a dedicated portfolio to harness the potential of these smaller yet equally promising opportunities.

“Our team follows the processes of identifying sustainable growth trends and structural themes within the global market that are frequently undervalued or overlooked by the broader market. Leveraging this expertise, the fund will implement the same rigorous risk management processes and utilize the same network that has been the hallmark of success for our existing funds.”

GSFM is the responsible entity and distributor of the Munro Global Growth Small and Mid Cap Fund in the Australian and New Zealand markets.

GSFM chief executive officer, Damien McIntyre said the launch of the Global Growth Small and Mid Cap Fund complements the range of funds currently distributed by GSFM.

“There is definitely demand in the Australian market for accessibility to the global small and mid cap asset class.

“Having an experienced and talented fund manager, like Qiao, manage the strategy and investment team, will be a real advantage.

“For Australian investors and advisers, being able to access a global equities fund that is managed entirely by a successful Australian-based team with a positive track record will appeal to many looking to further diversify their portfolios,” says Mr McIntyre.

The minimum initial investment in the fund is $10,000.

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