Summary: Join CNBC’s Will Koulouris as he interviews Nick Griffin, chief investment officer of Munro Partners, on the topics of artificial intelligence, Big Tech, and specific stocks like Nvidia and Microsoft. Munro Partners, a global growth-focused firm, manages $4.3 billion AUD and aims to identify undervalued growth trends. Griffin will also address GLP-1 drugs for weight loss and diabetes. The discussion will take place on Wednesday, October 18, at 1:30 p.m. ET.
Artificial intelligence stocks have seen significant growth this year, prompting the question of whether it is still a good time to invest. In an upcoming CNBC Pro Talk, Will Koulouris will be speaking with Munro Partners’ Chief Investment Officer, Nick Griffin, to explore this AI theme and delve into the world of Big Tech. The interview will also cover specific stocks like Nvidia and Microsoft, providing insights into their potential and investment opportunities.
Munro Partners is a global investment firm with $4.3 billion AUD under management. The firm is primarily focused on global growth stocks and aims to generate significant absolute returns by identifying undervalued and underappreciated growth trends in the market. Griffin, as part of Munro Partners’ investment team, oversees funds including the Munro Global Growth Fund. This fund utilizes both long and short positions and has a track record of delivering annual returns of 9.9% since its inception in 2016.
During the interview, Griffin will also discuss GLP-1 drugs, which are used for weight loss and diabetes. Companies like Novo Nordisk and Eli Lilly, which focus on this sector, will be highlighted. Additionally, the Munro Global Growth Fund’s top five holdings were revealed to be Alphabet, Amazon, Nvidia, Visa, and Microsoft, with other global stocks like TSMC, ASML, and Samsung SDI also included.
Griffin brings over 15 years of experience in managing global long/short equity strategies. Prior to joining Munro Partners in 2016, he held positions as the head of international equities at K2 Asset Management and worked at Deutsche Bank. The CNBC Pro Talk featuring Nick Griffin will take place on Wednesday, October 18, at 1:30 p.m. ET. Viewers are invited to submit questions for the discussion.
Tags: Munro Partners, Nick Griffin, AI, Big Tech, Stocks, Nvidia, Microsoft, Global Growth Stocks, GLP-1 Drugs