Unveiling the hidden winners in Nvidia’s AI powerhouse

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Nvidia’s dominance in the artificial intelligence (AI) processing unit (GPU) market isn’t a solo act. While Nvidia has grabbed the headlines with its powerful H100 chip, a network of suppliers

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Munro expects tech rally to run in 2024, led by Nvidia

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The biggest companies in the S&P 500 all grew earnings in 2023 after large structural changes accelerated technology earnings, and this is likely to continue in 2024, led by semiconductor

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Munro Partners launches global growth small and mid cap fund

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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

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Shifts from cash to digital payments driving opportunities in global equities

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Companies that enable digital payments are set to grow their earnings in a meaningful way in the medium to long term, according to partner and portfolio manager at Munro Partners,

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Market outlook: Quarterly update

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“Global equity markets made a solid start to the year in Q1 2023, following a particularly tough year in 2022. Having recognised we were in a bear market early in

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Semiconductors are the new oil in the world of artificial intelligence

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In a world of artificial intelligence (AI), semiconductors are the new ‘oil’, says Munro Partners’ founding partner and chief investment officer, Nick Griffin. During a panel discussion at the Portfolio

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Munro Partners appoints portfolio manager

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Munro Partners (Munro) has appointed Qiao Ma to the newly created role of portfolio manager. She will be based in Melbourne and report to chief investment officer Nick Griffin. Ms Ma

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Munro Climate Change Leaders Fund to be accessible on the ASX

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Munro Partners and GSFM have launched their second ASX quoted fund, the Munro Climate Change Leaders Fund, with ASX ticker MCCL. The actively managed MCCL.ASX seeks to maximise long-term capital

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Munro launches Climate Change Leaders Fund 

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Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund to provide Australian investors with the opportunity to invest in the new decarbonised green economy. The fund focuses on

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Award-winning Munro Global Growth Fund to be accessible via the ASX

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GSFM and Munro Partners have launched their first ASX quoted fund, the Munro Global Growth Fund (Hedge Fund), with ASX ticker MAET. Structured as an actively managed exchange traded product,

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