Global Thematic Portfolio (14-Sep-2026)
The strategy seeks to invest in themes that are driving returns globally. By adopting a portfolio of stocks instead of individual stocks, the...
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Global Sustainability Portfolio (14-Sep-2026)
The strategy seeks to invest in companies with superior sustainability features/initiatives. These companies may be: 1) screened by avoiding...
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Primer: Western Digital (WDC US) - Aug 2026
Western Digital is strategically positioned to capitalize on the surging demand for data storage driven by AI and cloud computing, with a...
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Weekly Update (REZI, ADIG, WDC)
This month, the momentum factor has had a sharp and historic reversal. AI beneficiaries like Western Digital (WDC) got caught in the...
113 Views
Live Call Starts in 1 Hour! + Weekly Update (CMCSA, MFP, HONA, MBGL)
Western Digital (WDC) remains volatile, with large swings driven by investor enthusiasm for the AI trade. I continue to believe there is...
110 Views