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

It was a remarkable year for the Munro funds, with all funds delivering strong double-digit returns well in excess of their respective benchmarks CYTD. CIO, Nick Griffin, writes a reflection on the past 12 months, and how the funds are positioned heading into the new year.

I've had the good pleasure of sitting down with Munro Partners' Qiao Ma numerous times since the Munro Global Growth Small & Mid Cap Fund was launched in October last year. In that time, Qiao has managed to deliver exceptional performance and pick some incredibly exciting stocks. Thanks, Qiao, for sharing your journey with me and the Livewire Markets audience along the way.

The Munro Global Growth Small & Mid Cap Fund returned 13.2% in November, outperforming its benchmark’s return of 5.5% by 7.7%.

The Munro Climate Change Leaders Fund returned 7.0% in November, outperforming its benchmark’s return of 4.3% by 2.7%.

The Munro Concentrated Global Growth Fund returned 7.2% for November, outperforming the benchmark return of 5.2% by 2.0%.

The Munro Global Growth Fund returned 6.7% for November. Long equities contributed 8.1% to performance while currency, hedging and short equities detracted 1.4% from performance.

🚨 Summer Series Launch! 🚨 Today, we’re thrilled to kick off our Summer Series, featuring conversations with 12 incredible investors and financial advisors who share their journeys, insights, and lessons from the world of finance. First up is none other than Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners. In our chat with Nick, we dive into: → What he's working on today → How he got started in funds management → The lessons he’s learned investing in growth stocks → How he’d set up a portfolio if he were starting from scratch today → The stocks that have caught his attention right now 🎙️Listen to the full ep here: https://lnkd.in/gr_5SsZY A big thank you to Viola Private Wealth, for sponsoring this Summer Series and helping us keep all our content free for the community. To connect with the team at Viola Private Wealth, visit https://lnkd.in/gANKsdsG

Munro Partners, the University of Melbourne, and the Australian Council of Superannuation Investors were delighted to host industry professionals for an inspiring evening at the Future Leaders in Responsible Investment Forum, held at the Munro Partners office.   Following the success of last year's event, the forum once again showcased the brightest students from the Essentials of Sustainable Investing unit at the University of Melbourne which is co-lectured by our Responsible Investment Manager, Mike Harut, CFA, together with Claire Heeps, Daniel Madhavan and Jonathan (Jon) Dark.   We were excited to meet these future leaders and provide them with a platform to present their innovative ideas developed throughout the semester. Congratulations to all the participants for their outstanding work! 

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 👇