One thematic with three tailwinds: Munro Partners

April 28, 2020

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of ‘selling picks and shovels to miners’, there is a strong and enduring case for investing in the semiconductors that form the nerve centre of the vast and growing tech sector.

Three tailwinds behind the industry – the rise of 5G, machine learning, and the intense US-China rivalry – are now converging into a storm, propelling the long-term growth in semiconductors into an exponential trend.

Nick Griffin, CIO at Munro Partners, calls this ‘The coming sandstorm’ and talks through the opportunity here along with ways investors can harness this storm in their sails.

To read the transcript, click here.

 

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