How to understand volatility and its role in portfolios
FTAdviser Podcast
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Is There a Narrative Around a Company?
When we're looking at company-level analysis, most of it does really start with the idiosyncratic business itself. Assets that we were undervaluing in the last cycle could actually carry more value for us in the cycle to come. At the moment, we can find companies with a very similar business profile listed in the UK versus listed in the US and avail ourselves of a meaningful valuation discount as a result of doing so.
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