The Sohn Hearts & Minds conference focused on traditional sectors despite tech hype, with most stock picks in manufacturing, energy, and services. Qiao Ma from Munro Partners stood out by recommending TKO, a sports and entertainment company formed from the UFC-WWE merger, while Treasurer Jim Chalmers pitched Australia as a future digital hub amid warnings of an AI bubble.

Read the article in The Australian

Qiao Ma (Munro), Nick Griffin (Munro), Ben Hensman (Square Peg) and David Maher (Square Peg). Picture: Renee Nowytarger

Qiao Ma

Qiao Ma joined Munro Partners in February 2023 as Partner and Portfolio Manager and is responsible for championing stock ideas and managing these positions within each of the Munro’s strategies – absolute return, the long only and climate. Qiao is also lead portfolio manager for the Global Growth Small & Mid Cap Fund.

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