Munro
Munro Global Growth Fund
Global Growth
Dec 2024 → Dec 2025
Our archive holds 5 letters from this strategy, behind 4 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Munro for every strategy.
Its investment theses
- Alphabet Inc.Dec 2025Alphabet Inc. is a vertically integrated AI and cloud leader leveraging Gemini and proprietary TPUs to drive growth across Search, YouTube, and Google Cloud.
- AlphabetSep 2025Alphabet is a vertically integrated tech leader with strong AI, cloud and search franchises poised to double earnings.
- Axon EnterprisesDec 2024Axon Enterprises is a pioneering, founder-led company focused on public safety technologies, aiming to significantly reduce gun-related deaths and capture a larger share of the $77 billion market for law enforcement solutions.
- BroadcomDec 2024Broadcom is set to capitalize on the AI boom, with its custom silicon chips securing a dominant share of a rapidly growing market—potentially doubling AI revenues within three years.