Investing Globally

The companies in this portfola are tend to be older. I would just intuitively think that these are younger companies that are like more scrappy upstart. But is tat completely wrong. It's the guis who rin this business who actually have the best opportunities. You really have to do fundamental research on each of these underlying industries where problem isnt i'd say, broadly speaking, ben,. we're looking for four things. Weare looking for management intent and adjacency; capital commitment & shareholders holding their feet to the fire.