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MUNRO
Funds management
The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....
Funds management
The firm is watching the potential impact that EU legislation will have on Facebook and other social media companies, having already reduced a stake in Alibaba....
Funds management
There is a “long growth runway” for companies in the digitalisation space, believes Munro Partners, as consumers carry forward their habits of 2020 into the new year....
Funds management
Munro’s climate change theme focuses on clean energy, batteries, building efficiency, and packaging, water and waste as it believes the sector is becoming more important ...
Funds management
The Munro Global Growth fund has benefited from its exposure to technology, particularly the e-commerce giant Amazon....
People & Products
Fund manager, Munro Partners has recruited experienced Jeremy Gibson to the newly-created role of portfolio manager, who would be based in Munro's head office in Melbourn...
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...