The AI revolution is moving from hype to real-world earnings growth. Munro Partners’ CIO Nick Griffin says accelerating demand for agentic AI, coupled with unprecedented spending by global technology leaders, is creating compelling opportunities across the AI supply chain — from semiconductors and cloud infrastructure to the power systems underpinning tomorrow’s data centres.

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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.