Part of a series of updates on our Global strategies' investment themes, Chief Investment Officer Paul Moore describes:
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what attracted us to some of the best companies in the world like Alphabet (Google) and Visa
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how successful the theme has been over the long term
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how mature the theme is now
The content reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.
