“Over the last quarter, we continued to pick up more data points suggesting that the market is underestimating the long-term potential for earnings growth for the AI enablers,” said Munro Partners’ CIO Nick Griffin when commenting on the general rotation out of US tech.

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The Magnificent Seven of Big Tech, Gguy
Nick Griffin

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.