Waiting for Godot? Research Trip to the US

26 October 2022

Northcape Capital, underlying manager of the Warakirri Ethical Global Equities Fund, recently returned from a research trip to the US. Given the recent economic turmoil, the visit provided some timely insights, particularly as company earnings expectations are reset given the anticipated downturn.

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Northcape Capital

Northcape Capital
Expert Investment Partner