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.
Munro Global Growth Fund delivered a 4.9% net return in Q3 2025, driven by strong gains in AI infrastructure (Oracle, Nvidia) and battery leader CATL, while remaining highly constructive on secular growth opportunities heading into year-end.
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Munro Global Growth Fund delivered a 4.9% net return in Q3 2025, driven by strong gains in AI infrastructure (Oracle, Nvidia) and battery leader CATL, while remaining highly constructive on secular growth opportunities heading into year-end.
The Munro Global Growth Fund achieved a robust 16.1% net return for the June quarter, driven by strong gains in AI and climate-related megatrends. Following a brief period of tariff-induced defensive hedging, the fund has redeployed cash to reach a 97% long exposure, maintaining a highly bullish stance on structural growth equities.
Full Quick Take
The Munro Global Growth Fund achieved a robust 16.1% net return for the June quarter, driven by strong gains in AI and climate-related megatrends. Following a brief period of tariff-induced defensive hedging, the fund has redeployed cash to reach a 97% long exposure, maintaining a highly bullish stance on structural growth equities.
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.
Full Quick Take
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.
