This is not to say, of course, that history is irrelevant – understanding it is vital in informing the investor of what might happen in the future – but it should not be the only consideration.
To that end, we are interested in funds that look to exploit structural growth trends in ways that are less traditional in their approach and where the fundamental drivers looked at are somewhat apart from the broader economic cycle.
To that end, we are interested in funds that look to exploit structural growth trends
