The first half of 2024 showcased the dominance of infrastructure and defense-based mutual funds in the market. While some international funds faced challenges, strategic investment decisions were crucial. Diverse performances emphasized the need for a well-rounded portfolio strategy to navigate the market effectively.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,