Global Leaders Investment Letter - Q1 2020

Global Leaders Strategy Investment Letter - Q1 2020

In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets.  

 

Global Leaders Investment Letter - Q1 2020

Global Leaders Strategy Investment Letter - Q1 2020

In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets.  

 

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