Concentrated and Patient: How Active Investing Wins
A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
Multiple S in the Alphabet: How the S-curve explains why mega-techs still have enormous upside
Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.
Tencent’s optionality upside: a blue sky for cloud
While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we believe over time the narrative will refocus on the positive revenue and earnings developments that should spring from Tencent’s optionality.
