Articles
Celebrate the five-year milestone of Melbourne-based Munro Partners in Canada
Members of the CI Global Asset Management (CI GAM) team, including Jennifer Sinopoli, Executive Vice-President and Head of Distribution, and Nirujan Kanagasingam, SVP, Head of ETF Strategy, along with members of the Munro Partners team, including Founding Partners Nick Griffin and Ronald Calvert and Partner Akilan Karuna, joined Graham Mackenzie, Managing Director of Exchange Traded…
Read MoreHow to find the world’s most consistent compounders (and 10 that make the cut)
How to find the world’s most consistent compounders (and 10 that make the cut) In this wire, Munro Partners’ Kieran Moore shares how the team identifies the world’s most consistent growth stocks. There’s something to be said about stocks that you can safely store in your back pocket – companies that can consistently grow their…
Read MoreUnveiling the hidden winners in Nvidia’s AI powerhouse
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 is silently reaping the rewards according to Qiao Ma, partner & lead portfolio manager of the Munro Global Growth Small & Mid Cap Fund, Munro…
Read More12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Here are 12 stock picks to consider. Qiao Ma, Munro Partners Data centres are often seen as the picks and shovels of the AI goldrush, but this essential infrastructure needs essential infrastructure, too. Portfolio manager Qiao Ma likes…
Read MoreMeta’s plans to spend billions on AI unsettle investors
Meta’s plans to spend billions of dollars on artificial intelligence has been met with investor scepticism despite higher earnings at the Facebook and Instagram operator. Meta chief executive Mark Zuckerberg used a first quarter financial update to flag a $US3 billion ($4.6 billion) increase in spending on AI, adding the company was well-placed to become…
Read MoreTop fundies list reveals turnaround for ESG, mid-cap investors
Investors who identified the increased power intensity of data centres in an AI-enabled world claimed the best returns last quarter by capitalising on one of the biggest themes shaping the sharemarket in 2024: decarbonising technology. Returns for small-cap and environmentally conscious investment funds outpaced many of their peers in the first three months of the…
Read MoreCanada’s worst and best performing ETFs over the last three months
Read the article here
Read MoreAre investors underestimating ‘profound structural change’
AI revolution is no bubble, insists CIO People are massively underestimating what’s happening with high performance computing and the artificial intelligence (AI) revolution that’s driving the stock market, says Nick Griffin, founding partner and chief investment officer of Munro Partners. “It’s not a bubble, it is a profound structural change,” he said at a…
Read MoreThe Story of Canada
CI unveils new equity funds and ETFs
Firm expands toolbox with access to global climate leaders, and growth-oriented alternative exposure to North American companies CI Global Asset Management (CI GAM) has introduced more options for Canadian investors looking to capitalize on ESG and high-growth opportunities with the launch of two new equity mandates, both of which are available as mutual funds and…
Read More