Here’s Munro Global Growth Fund’s Stock Story on Microsoft (MSFT)

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the June quarter, the Fund returned 16.1%. The Fund’s long positions and option hedging contributed to the performance, while short positions and currency detracted. The second quarter saw increased volatility in equity markets due to trade concerns between the US and other countries worldwide. The US...