Technology investors are back in the driver’s seat as the AI boom turbocharges demand for semiconductors, driving a sharp rebound in growth funds. Munro’s Global Growth Fund has been a key beneficiary, riding the surge in chipmakers and hyperscale spend. As Nick Griffin puts it, “the equity market is finally realising… the AI capex build-out is only just getting started,” with demand for compute accelerating faster than many expected.

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Nick Griffin

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.

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