Shopify: If You Can't Beat Them, Join Them

Group 1 - The company focuses on investing in firms with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold them long-term [1] - The investment strategy involves managing a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company may rate strong companies as 'Hold' if their growth opportunities do not meet the required threshold or if the downside risks are deemed too high [1]