Munro
Munro Global Growth Small and Mid Cap Fund
Global Small-cap Growth
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Munro for every strategy.
Also held
Its investment theses
- AppLovinDec 2024AppLovin is a founder-led mobile app technology company based in Palo Alto, California, with a vast user base and a new advertising model that shows promising potential in the e-commerce sector, likely enhancing its revenue growth and margins.
- SharkNinjaDec 2024SharkNinja is a leading household appliance designer and marketer, experiencing significant revenue growth and expanding its global presence through innovation and effective marketing strategies.