Are Caravans cool again?

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major beneficiaries of this trend, but rising valuations have presented enormous opportunities in other, less likely areas of the market. Nick Griffin, Chief Investment Officer at Munro Partners, discusses one sector, growing at 140% of its previous peak, that even Berkshire Hathaway couldn’t resist.

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