At the recent Morgan Stanley Summit, Munro Partners’ Qiao Ma spotlighted a compelling way to play the AI boom—backing Taiwanese clean room specialist Acter Group as a critical enabler of global chip production. As demand for AI infrastructure accelerates, Ma sees powerful earnings momentum and overlooked valuation creating a standout opportunity beneath the surface of the tech rally.

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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.