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Australia-based global equities manager, Munro Partners, has formally opened a portfolio investment entity (PIE) vehicle for wholesale NZ clients. Hosted by Adminis, the Munro Global Growth Climate Leaders PIE, invests into a concentrated portfolio of stocks expected to “enable or benefit from the decarbonisation of the planet”, according to fund documents. It is understood the…

The investment group is backing AI winners and power suppliers as structural growth winners. Munro Partners portfolio manager Kieran Moore says the share market’s downturn shouldn’t impact the structural earnings growth prospects for many of its core holdings in the Munro Global Growth Fund Complex ETF (ASX: MAET). The Fund returned 17% net of fees over the year to…

Future Generation CEO Caroline Gurney explains how the best of Australia’s women in funds management are investing for the future. This International Women’s Day, Livewire is shining a spotlight on Future Generation Women, featuring a stellar team of female investment managers and investing for change. This year’s theme is Accelerate Action – and arguably the team…

Key Points Commitment to global growth: Munro is set up to be your global growth equity manager. Partnership: Aligned longevity in business, aligned longevity in funds, aligned with investors. Offering: Munro’s domain expertise is available across 4 global growth products. Simple philosophy: Earnings growth drives stock prices. Companies that have earnings growth, i.e. make more…

The market-thumping fund manager is looking to tomorrow’s winners after producing big capital gains from owning the likes of Nvidia. After a blockbuster year of returns in 2024, Munro Investment Partners is shifting its bets from semiconductor winners to energy businesses expected to power a decades-long artificial intelligence boom. The group’s founding partner and chief…

For investors, few themes have ever matched the scale and urgency of climate change. Over the past two decades, the rapid rise of the internet transformed global markets, creating trillion-dollar industries and reshaping economies. Today, we stand at the beginning of an arguably larger structural shift – the transition to a net-zero economy. Decarbonisation is…

Thirty-four CI GAM mandates earn FundGrade A+® Awards TORONTO–(BUSINESS WIRE)–CI Global Asset Management (“CI GAM”) announces it has received 34 FundGrade A+® Awards for 2024. The awards recognize the “best of the best” in Canadian investment funds and CI GAM’s winners include 12 mutual funds, five exchange-traded funds and 17 segregated funds. “We are honoured to once again…

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win. Growth manager Nick Griffin of Munro Partners has won big in the…