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NVDA: What this longtime growth investor says on Nvidia's growth

"I have never seen anything like this in terms of the dramatic earnings acceleration it's displaying," says Nick Griffin, CIO of Munro Partners. ....

Nick Griffin , Cap Fund , Munro Concentrated Global Growth Fund , Munro Partners , Mag Seven , Munro Global Growth , Growth Index , Munro Global Growth Small , Mid Cap ,

Zenith calls for 'healthy' AI stock allocations

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concentrated number of players. ....

Calvin Richardson , Munro Global Growth Fund , Hyperion Global Growth Companies Fund , Zenith Investment Partners , Investment Managers , Hyperion Asset Management , Munro Partners , Munro Global Growth ,

Aussie fund selectors believe AI is 'here to stay'

Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is a bubble. ....

Munro Global Growth Fund , Hyperion Global Growth Companies Fund , Natixis Investment Managers , Federated Hermes , Hyperion Asset Management , Munro Partners , Munro Global Growth ,

Equities to come out of earnings 'valley': Munro Partners

Investor appetite for equities is set to recover as markets “look through the valley” to the other side of the bear market, according to the fund manager. ....

Munro Partners , Munro Global Growth , Ordinaries Index ,

Munro reduces cash exposure | Money Management

The Munro Global Growth fund has begun to put cash to work, almost halving its exposure, as it is more optimistic about resilient earnings. ....

Munro Global Growth ,