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Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
Y, Quality, Growth and Context
We go through these three buckets in a funnel, its quality, growth and context. And the top half of our portfolio are turnovers only around ten%. So we own names for a very long time. We like to see a negative eback loop, or governor on the growth. That's what we're really going for. But with complex systems, there are a lot of things that aren't open to being measured. Y, the process is subjective.
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