Munro Global Growth Fund’s Q3 2026 Investor Letter

Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the “Munro Global Growth Fund”. The Munro Global Growth Fund experienced a -12.6% net return for the quarter, trailing the MAET.ASX return of -13.8%. Key performance detractors were long holdings, while hedging and currency also marginally detracted from performance. The Fund faced challenges from a mixed global equity market characterized by a selloff in AI supply chain stocks and political...