The fund aims to identify and invest in sectors and companies that are at the cusp of entering expansionary phase or are already in a long term expansionary phase. The fund will follow a dynamic top-down approach for portfolio construction.
Survival Over Hype: The hidden trait that builds long-term wealth
Global markets face inflation and uncertainty. Veteran investor Thomas Russo suggests true company survivors possess a ‘capacity to suffer’. These businesses reinvest for future growth,