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MUNRO
Funds management
While several firms are exiting or reduce their exposure to Chinese stocks over regulatory risks, Platinum is viewing it as a buying opportunity....
Funds management
Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been its largest holding less than a year ago....
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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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....