Macau casinos - overshot?
Like many companies exposed to China, the share prices Macau casinos like Sands China, MGM China and Wynn Resorts have been volatile. Kevin Bertoli, Portfolio Manager, Asian Strategies, recently travelled to Hong Kong and Macau and reports that the industry structure is improving and valuations look attractive for long term investors.
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We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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