Munro Partners

Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.

It was roughly 10-years ago now, that Nick Griffin, Chief Investment Officer at Munro Partners, marched into our Melbourne office and gave a presentation on how a Bookstore would one day turn into a Superstore. We thought he was crazy. Remember when Amazon sold only books? It’s hard to imagine that it was that same…

Decarbonisation could well be the word of 2021. Extensive change is underway, as both governments and the private sector seek to move towards a lower-carbon existence. This will have huge ramifications for our economy but at the same time it brings with it an opportunity for Australia to introduce new and cleaner technologies. Currently Australia…

Vanguard this week released its ETF Quarterly Report highlighting some of the key trends emerging from the fast-growing ETF sector. The analysis covered every exchange-traded fund on offer, including the reasonably new “active ETFs” such as those issued by Magellan, Munro Partners and Loftus Peak. It was another quarter of records, with the sector seeing…