- Munro Global Growth Fund & MAET.ASX Quarterly report Munro Global Growth Fund argues that the AI supply-chain selloff reflected political and valuation concerns rather than weaker construction, power or compute demand. It retained conviction in Nvidia's pipeline and reduced CATL after reviewing risks around storage growth, lithium costs and battery-maker self-supply. September 2026 quarter META $1.6TNVDA $5T
One letter so far. We collect each new one as Munro Partners publishes it.
