On Wednesday, July 10, The Steele Group hosted a discussion with Kabi Thaya, Institutional Strategist at Munro Partners based in Melbourne, Australia.
During the call, we explored the theme of investing in Artificial Intelligence and its impact on the rising demand for energy. Key points covered included:
Introduction to Munro Partners, their investment philosophy, and their global market analysis approach.
Insights into why Artificial Intelligence is a significant investment focus for Munro Partners.
Opportunities arising in energy sectors, particularly nuclear, due to increased energy demand.
Specific examples of companies expected to benefit substantially from these technologies were provided by Kabi.
About Kabi Thaya:
Kabi joined Munro Partners in April 2021 and currently serves as their Institutional Strategist in Toronto, Canada. His role involves bridging Munro's Investment Team with Canadian asset channels, offering insights into portfolio management decisions such as risk management, stock selection, and market sentiment to enhance client service.
Prior to Munro, Kabi worked at BMO’s Private Investment Counsel in Toronto, a discretionary investment management firm. He is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), and holds a Bachelor of Commerce from the University of Toronto.
For any inquiries or questions, please feel free to contact Cliff, Mario, Mark, or our TSG team.
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