If AI feels unstoppable one week and fragile the next, that’s exactly the point. As Munro Partners’ Kieran Moore puts it, tech’s second act isn’t about blind momentum — it’s about navigating pullbacks, bottlenecks and where real value ultimately lands.

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Kieran Moore

Kieran Moore is a Partner & Portfolio Manager at Munro Partners. He is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has specialised in global growth equities for the last 10 years. Over his career, Kieran has undertaken additional functions within the investment team, including risk management, portfolio analytics and trading.

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