Stock Investing Videos

3 Knockout Growth Stocks From Munro's Qiao Ma

The interview with Chiao Ma of Monroe Partners centered on the firm’s small‑ and mid‑cap growth fund, its disciplined risk‑management framework, and the standout stock ideas driving recent performance. Monroe’s team uses a 20%‑price‑drop trigger that forces a full‑team review, leading them to exit the entire digital‑enterprise (software) segment before the broader tech sell‑off and to stay nimble across other sectors. Key insights include an 8% year‑to‑date return, a systematic “trigger‑review‑repitch” process that weeds out losers, and a strategic pivot toward aerospace, connectivity, high‑performance computing and infrastructure—areas showing accelerating earnings and strong macro tailwinds. The fund’s tight‑knit 12‑person team also cross‑checks triggers across small‑cap and global‑growth mandates, ensuring early detection of sector‑wide stress. Illustrative examples were the bullish case for TKO Group Holdings, which owns UFC and WWE. Ma highlighted its scarce, cash‑flow‑rich assets, 10‑15% annual revenue growth contracts, and a new Paramount Plus streaming model that lifted UFC viewership from under a million to five million. She also praised Helmet Aerospace, a former Alcoa spin‑off that manufactures high‑temperature turbine blades for jet engines and large gas turbines, serving aerospace, defense and power‑generation markets. The discussion underscores that disciplined risk controls can protect portfolios while uncovering high‑conviction opportunities in non‑software growth niches. For investors, Monroe’s approach suggests that small‑midcap exposure to infrastructure‑heavy themes and unique entertainment assets like TKO can deliver outsized returns amid a shifting technology landscape.