Whether it is companies that have experienced share price declines due to regulatory uncertainty, or industries that are generally out of favour, our best returns have historically come from recognising opportunities where others have decided that the issues are simply “too hard”. One sector that currently ticks all the (wrong) boxes, and has grabbed our interest is retail.
Going Global: Curiosity Rewarded
Chief investment Officer Vasilios Piperoglou discusses some of the more surprising investment plays from the Collins St Global Fund & Collins St Value Fund
