Hedge fund Munro says Nvidia, Microsoft have more to run

Joanne TranMarkets Reporter

Feb 15, 2024 – 2.00pm

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Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.

Nvidia, Meta and Microsoft are among the fund’s top holdings. Do you think their valuations have got out of hand?

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