316. Why quality brands are worth the wait
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Description
In this episode, we explore the intricacies of the Elite Rated Morgan Stanley Global Brands fund. Candida de Silva, portfolio specialist on the fund, provides insights into their strategy of holding high-quality companies with defendable, visible future earnings, emphasising the long-term ownership of these businesses. We discuss the selection of companies, their competitive advantages, and how they adapt to evolving market dynamics while maintaining robust growth.What’s covered in this episo...
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