Qiao Ma

Qiao Ma, portfolio manager at Munro Partners who digs into supply chains and research-driven growth investing. She discusses AI’s real economic winners, why chips, power, and data centers matter, and how AI challenges SaaS durability and valuation. She also explains looking beyond headline names to supply-chain and infrastructure winners.

Qiao Ma, Portfolio Manager at Munro Partners, specializes in global small and mid-cap growth investing. She shares insights on identifying killer stocks and the importance of founder-led companies in achieving long-term success. Qiao recounts her survival during the GFC and emphasizes the significance of control in investments. She discusses how AI presents opportunities that overshadow smartphones and highlights the necessity of robust risk management through disciplined strategies. Finally, she advises being true to oneself and the value of early financial guidance.

Qiao Ma, Portfolio Manager at Munro Partners, has an extensive background in finance, including experience at Lehman Brothers. In an engaging discussion, she reveals what truly makes a stock a 'killer' investment. Qiao shares insights on surviving the GFC and why founder-led companies often outperform others. She emphasizes the importance of control in long-term investing and offers thoughtful advice for young investors, underlining the significance of authenticity and mentorship in their financial journeys.