NAOS Asset Management

"I think we're in a golden age of travel and there are two mega-trends that are driving it. One is the huge amount of growth in the middle-class all over the world with people that have more disposable income. The other is people wanting more experiences. It really means great... Show More

Marc Whittaker

A quick recap of the last twelve months. In January this year we highlighted how the strong performance in the Small Caps sector had been led by a very narrow number of stocks over the preceding six months. We have seen a continuation of this trend over the second half... Show More

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