Global Team Positioning: Consolidating Around Favorite Names, Core Secular Themes
Global Team Perspectives by Nick Niziolek, CFA
March 23, 2020
Nick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.
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