SUMMARY
- Relatively flat returns in May belied the volatility during the month
- The style-headwinds experienced by high-quality, fast-growing companies continued unabated through May
- Amid strong style-headwinds and economic uncertainty, we continue to find opportunities to add to our ownership of high-quality, growing businesses whose current share prices fail to reflect their underlying value.
We recently held a Portfolio and Investment Update webinar. Financial planners may complete a short questionnaire available HERE for CPD points.