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Qiao Ma and Jun Bei Liu's reasons for investor optimism

In a recent Livewire article, Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners and Qiao Ma of Munro Partners (Core Fund Manager) share their views on the immense potential in both global and local markets.

Artificial intelligence, a theme that has underpinned the share price growth of between 40% and 200% for the US’s “Magnificent Seven” technology firms in 2023 so far, was one of the core topics of discussion in presentation headed up by Jun Bei and Qiao. 

'Magnificent Seven' 2023 stock price returns

Source: Morningstar Direct, data as of 20 June, 2023

 

Don't miss exclusive insights from two of Australia's most successful equity investors. You can read the full article on Livewire here.


Disclaimer: This material has been prepared by Livewire, published on 28 July 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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