In other news...
We recently received a query from a client regarding our investment approach.
How does our broader 'value-based' investment philosophy reconcile with a rapidly changing economic environment and the emergence of disruptive high-growth companies?
This is a very insightful question.
And to do the question justice, the response is a little too long to publish today, as part of Investment Matters. It will be published separately next Tuesday, in our irregular 'Wealth Intelligence' journal.