In this video, Munro’s small and mid-cap team reviews 2025’s market environment for global SMID equities and discusses positioning and opportunities ahead. Portfolio Manager Qiao Ma reflects on volatility, structural growth themes and attractive opportunities across areas like AI, security and innovative health, and outlines how the fund is positioned as we enter 2026.

Munro Partners

Melbourne-based Munro Partners was created in 2016 and takes its name from the Scottish term for a mountain over 3,000 feet. The team chooses to align themselves with the Munros as they see investing as a process of climbing all mountains…while the perspective from one peak may give you one view, it is only once you have considered the view from other peaks that the whole picture becomes clear.

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