Australian tech investors have staged a sharp comeback, riding a powerful rally in semiconductor stocks as global AI spending surges. With hyperscalers set to pour billions into AI infrastructure, earnings expectations across the chip sector are accelerating—lifting portfolios exposed to names like Nvidia, TSMC and Broadcom. Growth funds, including those from Munro and Loftus Peak, have been key beneficiaries, highlighting how rapidly sentiment has shifted from AI disruption fears to optimism around sustained investment and demand.

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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.

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