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Around 2.7 billion people globally still don’t have access to the internet.
A difficult period for the performance of some thematic funds has given fuel to the naysayers’ arguments. But we believe thematic investing with an active approach is a powerful tool for investors now and in the years to come.
It is often posited that volatility is not a robust measure of risk. Our own investment process focuses a great deal more on the risk of permanent capital impairment, which results typically from paying more for an asset than its intrinsic value.
This is more-or-less the time of year when the word “summer body” gets flung around willy-nilly. It elicits several types of reactions, depending on personality and preference. We might jump on the dusty old treadmill, after gently relocating the family of spiders who have made it their winter home.
How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?