Reported 1 day ago
Rob Marshall-Lee of Cusana Capital LLP has achieved impressive 37% returns for his emerging-market equity fund over the past year by focusing on a select few stocks instead of following traditional benchmarks. By concentrating on top-performing companies with strong fundamentals like Taiwan Semiconductor and Titan Co., and avoiding the majority of poorly performing firms, he aims for high returns and minimizes risk. His strategy diverges from common practices that often increase risk through diversification.
Source: YAHOO