The software sector's reckoning has hit global growth managers hard, some down 15% or more in three months. So how has Munro Partners emerged largely unscathed? Portfolio manager Qiao Ma explains how disciplined risk management and genuine diversification made the difference, and where Munro is finding opportunity now.
Learn more www.investsense.com.au/industry-articles/shovels-not-software-where-munro-is-finding-growth-now
Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights?utm_source=Podcast+&utm_medium=MarketSenseCheck