Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Munro Global Growth Fund gained 5.1% in Q2 2024, driven by strong earnings from AI hardware, semiconductor foundry, and consumer appliance holdings. Management remains constructive on equities, expecting multi-year growth from hyperscaler AI infrastructure spending and edge hardware refresh cycles.
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The Munro Global Growth Fund gained 5.1% in Q2 2024, driven by strong earnings from AI hardware, semiconductor foundry, and consumer appliance holdings. Management remains constructive on equities, expecting multi-year growth from hyperscaler AI infrastructure spending and edge hardware refresh cycles.
