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Manager insights – Lawrence Burns
July 2022
Manager insights – Lawrence Burns
Key Points
Drawdowns are inevitable in long-term investing
Our contentions remain about structural changes from continued digitisation, the intersection of biology and technology, and the energy transition
We invested in Climeworks, Upside Foods and PsiQuantum, which we think have a chance of becoming tomorrow’s outliers
We remain optimistic about the power of radical innovation to enable a small number of companies to drive stock market returns
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