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Munro Climate Change Leaders Fund

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SOHN 2025 | Last year’s Sohn picks returned 38%. Here are the 9 new ideas from this year’s conference | Livewire

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SOHN 2025 | Data centres, AI and hype missing in action at old-school investing gala | Stockhead

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SOHN 2025 | Munro’s Qiao Ma pitches TKO Group | AFR

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SOHN 2025 | Munro Backs TKO Group as “Undiscovered” Gem | ShareCafe

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SOHN 2025 | Australia Inc missing in action on day of investment optimism | The Australian

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Insights

Beyond US$5 trillion: Qiao Ma’s Nvidia call keeps gaining momentum | Livewire Markets

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Podcast

Investing in Climate Change Leaders mini series: on the ground in China

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Insights

Nick Griffin: “The world’s biggest companies are accelerating – and they’re cheaper than last year” | Livewire Markets

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ASX to dip as ‘gravity-defying’ bull run hits US reporting season | AFR

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