Logitech: The Equity Story Remains Very Compelling

Core Viewpoint - The investment outlook for Logitech (LOGI) remains positive, driven by a rebound in China, business-to-business (B2B) traction, and momentum in key product categories [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]