Munro Partners flagship $1.5 billion fund rode the rally in Wall Street’s technology giants to near perfection, but a brutal reality check last month finally forced chief investment officer Nick Griffin’s hand.
The global equities fund was among the best performing strategies last year but dived 7.6 per cent in March as US President Donald Trump’s aggressive trade restrictions on China battered Munro’s big positions in former sharemarket darlings Nvidia, Taiwan Semiconductor and Broadcom.
