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By adhering to a “one inventory in, one inventory out” philosophy, CWW curates a high-conviction portfolio, serving to guarantee every holding contributes meaningfully to the portfolio’s long-term efficiency.
CWW’s technique is deeply knowledgeable by the idea that firms able to navigating by means of centuries — witnessing financial modifications, technological developments, and world conflicts —supply potential for sustained development.
A thematic method to top-down evaluation
The technique, grounded in a thematic method permits them to establish long-term development alternatives in worldwide markets. Utilizing a thematic method slightly than macroeconomic tendencies enable for a extra secure funding horizon, with present focuses together with the reshoring of producing and the implications of geopolitical shifts. By understanding macroeconomic forces, demographic modifications, and technological developments, CWW positions its portfolio to profit from the waves of change shaping the worldwide economic system.
Knudsen says, “Thematic tailwinds, whereas not overly advanced, symbolize the foundational shifts driving ongoing change, aligning effectively with our funding horizon and enhancing our course of by encouraging a longer-term perspective. For example, one vital theme influencing the worldwide panorama is geopolitics, significantly the pattern of reshoring.
“This large shift, pushed by firms searching for to diversify their manufacturing away from China to varied different geographies, is anticipated to have a long-lasting affect, probably spanning a long time. We consider this represents a extra dependable foundation for funding technique than short-term financial indicators, because it’s prone to form the marketplace for at the least the following decade.”
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