Avoiding the scrum
Update: 2023-09-07
Description
On the eve of the Rugby World Cup, Adam and Scott went up-and-under with Chris Fidyk of Pacific Asset Management on how to avoid the scrum of mega cap US equities. Having spent the past decade investing in the technology winners at a previous investment group, Chris recently launched on his own and now sees the opportunity set away from the largest stocks in the US market.
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