Munro Partners Sees Arm Holdings (ARM) as a Key Beneficiary of Agentic AI 

Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption,...