The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
Nutrition or more specifically malnutrition is a major global challenge. Governments and consumers are increasingly demanding more healthy food products and require more accountability from the food and beverage manufacturers in terms of the nutritional content and the marketing of their products.
The US Food and Drug Administration, FDA, has approved a new revolutionary cancer therapy, CAR-T, for leukaemia. Thus, medical science has passed a new milestone in their endeavours to cure cancer.
Once Donald Trump’s upcoming growth plan for the United States begins to materialise, we see good opportunities for growth and expansion for companies with business models directed at the construction industry.