By Soumya Eswaran
Publication Date: 2026-01-15 14:15:00
Munro Partners, an investment management company, has published its fourth quarter 2025 investor letter “Munro Global Growth Fund”. A copy of the letter can be downloaded here. The fund returned -0.7% in the December quarter. The fund’s long positions contributed to performance, while short positions, hedging and currencies detracted from performance. Global stock markets delivered solid performance in 2025. US markets posted strong gains in the quarter, with the S&P 500 up 2.4% and the Nasdaq up 2.3%. Europe and Japan were among the strongest performers. For more information on the fund’s best stocks in 2025, see the top five holdings.
In its Q4 2025 investor letter, Munro Global Growth Fund highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) detracted from the strategy’s performance in the quarter. Oracle Corporation (NYSE:ORCL) provides enterprise information technology products and services…
