2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

The Beauty in That Half of the Portfolio

"We're not really trying to index on how many days out of the year it's sound," he says. "What we're relly playing for in the nationality half of the portfolio is a symmetry" The company has been doing this for years now, and seen companies emerge as value-creators from relatively small starting positions.

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