Munro Partners’ portfolio manager unveils key investment trends

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Munro Partners portfolio manager Qiao Ma predicts 2025 will be a pivotal year for artificial intelligence (AI), and the role it plays in companies of all sizes, particularly those outside

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Munro Partners wins at the Australian Fund Manager Awards

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Munro Partners has won Best Australian Based Global Equity Manager at the 2024 Australian Fund Manager Awards. The Australian Fund Manager Awards is in its 25th year. The awards celebrate

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Munro Partners releases its annual Responsible Investment and stewardship report

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Munro Partners has released its third annual Responsible Investment report. In it, it outlines how it uses stewardship to try to improve company performance through four case studies. Perhaps the

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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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