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Every dark cloud has a silver lining

Every dark cloud has a silver lining

18-03-2020 | Video
The unprecedented market volatility presents opportunities for discerning equity investors. In instances where stocks have been hit hard for the wrong reasons, we see scope to improve our portfolios. In the months and years ahead, the opportunities we see include meal delivery, e-commerce and personal care companies.
  • Jack  Neele
    Jack
    Neele
    Portfolio Manager
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