We recently met with 170 companies as part of a research road trip that crossed the US and Europe, to test existing investment theses, and look for new opportunities and trends. One key takeaway was that we have found far more attractive opportunities in global small to midcap (SMID) companies.... Show More
During the course of three weeks on the road that took me through Washington, New York, London, Stockholm, and Japan, I met with 52 companies, 5 of which are new names that we have identified as priorities to undertake deeper research work on. This trip also allowed me to attend... Show More