Video and Presentation – Area of Interest Infrastructure as a Service – September 2019

Video: Investment Theme: “Infrastructure as a Service” (4 mins) (Nick Griffin)

Munro Partners’ Chief Investment Officer, Nick Griffin, provides insight into an enduring Area of Interest for the Munro Partners, Infrastructure as a Service (IaaS).

Nick delves into explaining cloud computing and Infrastructure as a Service, the big 4 IaaS players, their share price performance for the past 12 months and three years and why it remains a key Area of Interest for the Fund over the long-term. It’s the maths.



Alternatively, if you’d prefer to read the Infrastructure as a Service presentation: Area of Interest – Infrastructure as a Service (PDF).

Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you whether your decision is appropriate for you. While this information is provided in good faith and is derived from sources believed to be accurate and reliable at the time of publication, Munro makes no warranty as to the accuracy or reliability of the information. GSFM Responsible Entity Services Limited (ABN 48 129 256 104, AFSL 321517) is the product issuer of the Munro Global Growth Fund (ARSN 612 854 547), inception date 1 August 2016, the Product Disclosure Statement (PDS) dated 25 March 2019 is available at For Australian and New Zealand investors only.SaveSaveSaveSaveSaveSaveSaveSaveSaveSave