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Celebrating one year of the Munro Global Growth Small and Mid Cap Fund On behalf of the team at Munro, I am thrilled to mark the one-year anniversary of the Munro Global Growth Small and Mid Cap Fund with a return of 53.9%, outperforming its benchmark, the MSCI ACWI Small & Mid Capitalisation Index’s return…

What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent…

In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia,…

In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends…

As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy.  Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…

As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions.   Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder…

As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.   Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163…

Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out.  So, now that Nvidia has reached that milestone, what does its future hold? Does the investment…

Munro Partners' Qiao Ma says Australia doesn't need an Nvidia to be a major AI player. Watch the video here.

Corporate Australia is preparing for a wave of change as artificial intelligence rolls out across every part of business, even as executives say they are unclear what the impact will be and are wary of being caught in short-term hype. “AI is going to change everyone’s jobs,” said Adam Driussi, the chief executive of Woolworths-owned…

Market darling Nvidia has cemented its dominance among Wall Street’s elite after its latest earnings shattered analyst forecasts, suggesting the US chipmaker has broken away from its magnificent seven peers and entered into a league of its own. It comes after the Silicon Valley company on Thursday morning unveiled another set of bullish forecasts, which…