I just wanted to tell you that Aurelion does great, quality research. I worked as an equity research partner at the world's second biggest hedge fund years ago. Pretty confident I know great research.
Great! I also recommend to check mitsumi minebea (ball bearings for drones, robots, phones etc market leader), and Niterra (spark plugs for automobiles etc - global leader) which funds their next Gen tech (ceramics, battery tech). Awesome companies.
Hi,
I just wanted to tell you that Aurelion does great, quality research. I worked as an equity research partner at the world's second biggest hedge fund years ago. Pretty confident I know great research.
Best,
Tom tom@northsound.com
Thank you, Tom. It really means a lot to us, coming from you!
Great! I also recommend to check mitsumi minebea (ball bearings for drones, robots, phones etc market leader), and Niterra (spark plugs for automobiles etc - global leader) which funds their next Gen tech (ceramics, battery tech). Awesome companies.
Thank you Giew!
We will have a look at them.
Thanks very much for the time and effort put into this.
If there were no issues around minimums, would Nabtesco be a high conviction pick for you?
Yes it would be! Really good business
I also have a meaningful Japanese basket. I'm a USD investor and the FX rate has been my nemesis. Do you hedge exchange rates, and if so, how?
We do not.