Here’s Why Broadcom (AVGO) Surged in Q4

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. In the December quarter, the Fund and MAET.ASX returned 10.4%. The Fund’s short positions and option hedging hurt performance while its long positions and currencies contributed. Artificial intelligence (AI) continued to be a dominant theme in the quarter. Global markets had mixed performance with regional differences…