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Investment Strategy
Addressing Modern Slavery Through Stewardship
Modern slavery is a pervasive risk across industries, often surfacing in hidden or unexpected ways. Left unaddressed, it can undermine a company’s long-term performance. We believe identifying and working to reduce these threats is critical for sustained value creation.
Investment Strategy
AI Sentiment Versus Fundamentals
Recent volatility has widened the gap between market sentiment and the underlying demand outlook.

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