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What Really Matters in Investing - Magellan

PUBLISHED

2023-08-09

Content

Global Portfolio Managers, Arvid Streimann and Nikki Thomas dissect what’s important and what’s a distraction in the investment world. They talk us through where they are currently finding opportunities and how they are positioning the portfolio to benefit from structural tailwinds. Investment Analyst, Emma Henderson joins them to provide a deep dive into our restaurant holdings and why we like them. 

Author

Name Magellan Asset Management