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Munro Global Growth Fund's investment thesis on Ciena ($CIEN) — Q4 2025 | Buyside Digest

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$CIENNASDAQCiena

BULL

Munro Global Growth Fund—CIEN

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$407.74USD

+27.0% vs last month

$246.06Pitched

+65.7% since pitch

Market Cap$57.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the December 2025 quarter, the Munro Global Growth Fund returned -0.7% net, with long positions contributing positively while short positions, options, and currency hedging detracted. Global markets remained...

— Nick Griffin

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