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High Conviction Strategy - Year In Review - July 2023

PUBLISHED

2023-08-18

Content

Magellan's High Conviction Portfolio Mangers, Nikki Thomas and Alan Pullen discuss the strategy and how it has performed over the last 12 months. They talk about where they are seeing opportunities going forward and what stocks can benefit from the growing developments in Generative AI.

Author

Name Magellan Asset Management