Munro Partners on stage at the Global Growth roadshow

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

Nick discusses the AI hype, the semiconductor industry and how he thinks Nvidia is potentially going to be the biggest company in the world. Qiao discusses the importance of quality, management and how it leads to pricing power. She also presents Lululemon as her recommended quality company, and its potential to grow. You can listen below.

Disclaimer: This material has been prepared by GSFM, published on 29 August 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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