The Munro Partners Climate Change Leaders Fund has achieved an impressive 42.8% return over the past year. This success is driven by the growing demand for electricity in the US, fueled by the rise of data centers and the electrification of transportation and buildings. Key holdings like Nvidia are expected to continue thriving due to their critical role in AI and data center expansion. Despite some market volatility expected around the upcoming US election, the fund remains optimistic about the medium-term growth prospects for tech, healthcare, and climate sectors.

Read the AFR article

James Tsinidis

James Tsinidis a partner and portfolio manager at Munro Partners. He is also lead portfolio manager for the Munro Climate Change Leaders Fund.

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