We are fundamental stockpickers – which helped us in a year that was perhaps anything but typical.
Stocks were volatile throughout most of 2020 due to anxiety about Covid-19, the US Presidential Election and negotiations for further economic stimulus. This was in contrast to fervent optimism which began with the promise of strong growth and profitability at the beginning of the calendar year that was then massively disrupted by lockdowns, restrictions, and the more existential dangers of a highly contagious and dangerous disease. IW Long Reads: Make America Green Again - Removal of Trump should strengthen ESG tailwinds Now, amid enthusiasm about positive vaccine news to combat t...
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