There’s a beauty in owning a range of investments

March 2024

We think there’s a beauty in owning a range of investments that are genuinely different from each other, not ones all pointed in the same direction.

We discuss several examples in this quarter’s commentary – including one that is especially overlooked but just now hitting the sweet spot of revenue growth with expanding margins.

You can read more in the quarterly report.

We are also pleased to attach the latest fund factsheet.