We are pleased to share the latest performance update from our partner, Munro Asset Management. The Munro Global Growth PMA portfolio returned +4.5% in January, outperforming its benchmark return of +2.6%. Strong contributions came from Constellation Energy, GE Vernova, and Amazon, while Nvidia was the largest detractor due to concerns around AI developments.
For a full breakdown of the portfolio’s performance and key insights, please refer to the report below.
