At the Sohn Hearts & Minds Investment Conference in Sydney, Qiao Ma from Munro Partners pitched TKO Group Holdings, a $35 billion sports and entertainment company formed from the UFC-WWE merger, as an undervalued investment. Ma highlighted TKO’s strong cash flow, 35% EBITDA margin, and 15% annual growth, noting its shares are up 27% year-to-date and still trade at a bargain valuation.

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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.