Riding the global waves: Growth feels comfortable but investors must stay alert
Risk assets will reward – but on a bumpier path
Mark Harris of Garraway Capital Management
It will not have gone unnoticed by investors that the reward from holding growth style funds has been nothing short of spectacular this year.
Without wishing to unfairly single out a particular manager, a perfect example of this characteristic is the Polar Capital Global Technology fund. It has a long track record spanning many market cycles...
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