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Finding opportunities anywhere in the world
Key Points Wealth creation is highly concentrated – a small number of exceptional companies drive the majority of long-term market returns. Structural growth is global, not regional – megatrends such as AI, decarbonization, and healthcare innovation are unfolding across borders, creating diverse opportunities outside the U.S. Munro’s process is borderless and repeatable, designed to identify…
Read MoreWrapping up the year that was and looking at the year ahead podcast
The information provided by Munro Partners is general information only. This podcast is not intended to include or constitute financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast…
Read More2025 Annual Letter
Read the 2025 Annual letter here
Read More2025 Year in Review and Market Outlook videos
The information provided by Munro Partners is general information only. The video is not intended to include or constitute financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this…
Read MoreResponsible Investment Report FY2025
Responsible Investment Report 2025 🌏 We are delighted to present our annual Responsible Investment Report which includes case studies on our engagement activities with AI leader Microsoft, battery maker CATL and more.
Read MoreMunro Partners appoints Vice President, Institutional Investments in Canada to expand presence within the region
Melbourne-based Munro Partners (Munro) has appointed Brad Haughey to the newly created role of Vice President, Institutional Investments, based in Toronto, Canada. Mr. Haughey joins Munro with more than 25 years of investment and distribution experience within funds management, specialising in global equities across a variety of institutional channels. Over his career, he has held…
Read MoreFrom Soul Patts to a Wall Street darling, fundies pitch 9 best ideas
Australian fund managers have been scouring the sharemarket for the next Berkshire Hathaway and former ASX darlings that are set to stage a comeback. The latest round of stock pitches at Livewire’s 2025 conference in Sydney, showed stock pickers had found opportunities in the smaller end of the sharemarket, while others were sticking to their…
Read MoreThe AI Era Begins: The Biggest Technology Shift of Our Lifetime
Everyone remembers the first time that a smartphone app first wowed them, whether it was the way the interactive maps got you from A to B, or when Shazam identified the song that was playing in a bar or knowing that you could do your banking in the palm of your hand wherever and whenever…
Read MoreMunro decarbonisation fund tops ESG performance
Managed funds topped the ESG category in Rainmaker Information’s latest leagues table, with Munro Partners’ decarbonisation-focused fund outperforming its peers. In the May 2025 Wholesale Managed Funds Report, the Munro Climate Change Leaders Fund, with $73 million in assets under management (AUM), achieved 25.8% p.a. for a three-year period. In the 12 months to May,…
Read MoreThe top 5 global equity funds delivered more than 37% in a volatile FY25
FY25 was anything but smooth sailing for equity markets. Investors navigated a storm of macro risks: escalating geopolitical conflicts, renewed volatility around Trump 2.0 and then, of course, Trump’s tariffs. Despite the noise, a select group of global equity managers delivered standout results. Rather than retreating, these funds leaned into growth trends – AI, digital…
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