LongIQVSep 2026
IQVIA Holdings Inc.
IQVIA combines global clinical-trial execution with proprietary prescription, claims and real-world patient data that competitors cannot easily replicate. Better patient and…
Munro Global Growth Small & Mid Cap Fund
Long-only global small- and mid-cap growth equities selected for structural earnings-growth opportunities across technology, healthcare, infrastructure and other areas of interest.$560M AUM5 published ideas
Munro Global Growth Small & Mid Cap Fund is a long-only, unhedged global growth strategy focused on small- and mid-cap companies, typically holding 20-40 positions and targeting relative returns. The August report lists $781M of fund FUM and $8.5B of firm FUM. GSFM reports fund size of A$781.23M at 31 August 2026; using the 0.7167 AUD/USD close for that date, this is about US$559.9M. ([GSFM][2])
Ideas from Munro Global Growth Small & Mid Cap Fund
LongDRSSep 2026
Leonardo DRS Inc.
Leonardo DRS supplies tactical radar, infrared sensors, force protection and naval propulsion electronics across US and allied defence programmes. Bookings and backlog continued…
LongAIRSep 2026
AAR Corp.
AAR provides aircraft parts and maintenance services to an airline industry that must keep existing planes flying longer because of a structural shortage of new aircraft. The…
LongNVMISep 2026
Nova Ltd.
Nova supplies semiconductor metrology and process-control technology. Munro sees the migration to advanced process nodes and high-bandwidth memory as increasing fabrication…
LongLITESep 2026
Lumentum Holdings Inc.
Lumentum supplies optical components and lasers used to connect equipment within and between AI data centres. Demand for this optical connectivity continues to run well ahead of…
Letters covered
- Munro Global Growth Small & Mid Cap Fund Quarterly Report - September 2026September 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.