We are not “Quant”; we apply common sense

As part of the initial investing activities the Fund established a position in Target1   (the US listed retailer). By the end of June, Urban Outfitters, which is another US listed retail business appeared more attractive (according to our internal ranking process) and holding both would have breached [...]

By | 2017-05-25T12:48:29+00:00 August 2016|Perspectives|0 Comments