The most compelling theme in growth investing

Livewire Exclusive

Livewire Markets

As the cloud computing revolution rolls on, everyone running a business knows that they're now able to cut down on costs such as servers, hardware and IT support. For tech behemoths like Amazon Web Services and Microsoft, the shift to the cloud means they're taking further market share from these parts of the "IT stack".

But at the smaller end of the spectrum, there is an opportunity for higher-growth companies within the cloud computing space to dominate their specific areas of expertise within the highly under-penetrated software-as-a-service (SaaS) market.

Watch the exclusive video below, an excerpt from this week's upcoming CIO profile with Munro Partners Chief Investment Officer Nick Griffin, where he discusses how these growth companies are creating their own planet-wide network effects akin to those enjoyed by the likes of Facebook and Google.

Learn more

Of the 20,000 listed corporates in the world, many profess to be growing, but only a small portion actually grow independently of the broader economic cycle. Munro focus on the simple task of identifying and investing in these companies that have the potential to grow at a faster rate and on a more sustainable basis than the peer group. Click contact below to find our more. 

1 topic

1 contributor mentioned

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment