28 July 2022
Our global equities specialist partner, Northcape Capital, was last on the ground in the US 3 years ago. With borders reopening, and the US being the main country in their investment universe, it was a top priority to visit. Calvin Lim, Portfolio Manager / Analyst at Northcape spent 3 weeks travelling throughout the US recently, meeting with c100 companies across a variety of industries. Here he shares 4 big-picture takeaways and the implications for the Warakirri Ethical Global Equities Fund.