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Unsurprisingly, given how disappointing the FY24 investment portfolio performance has been, there has been many a time where we have asked ourselves as an
investment team if a concentrated, active investment strategy with an exposure to emerging companies will produce the risk-adjusted returns investors expect?
Earnings in a number of cases have disappointed, and the demand from investors for exposure to emerging companies (and therefore the valuation multiples applied)
has decreased dramatically, with the combined result being significant falls in share prices. However, we believe over the long-term our investments will achieve
substantial earnings growth that will also convert into cash earnings.
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