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6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT

Australian Investors Podcast

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Investing for Multiple Outcomes

I saw an asset allocator with in their high growth portfolio, I think they had like 25, maybe 30% in emerging markets. Our approach is very much based on investing for multiple outcomes. If you're putting 35% into emerging markets, you're putting a fair bit of confidence that those economies will perform significantly better. That's the way we try to think about it. So don't bear too much in any direction.

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