In a standout edition of the Sohn Hearts & Minds Conference, the ninth annual gathering showcased nine fresh stock ideas, building on last year’s successful picks which returned a robust 38%. Among the presenters, Munro Partners’ Qiao Ma argued that the vertically-integrated combat-sports powerhouse TKO Group is an “undiscovered cash-flow machine”, while Nick Griffin hosted a macro-panel session that underscored the evolving global investment backdrop and set the tone for what’s next.

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Munro Partners’ Qiao Ma. Photo credit: Katje Ford

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.