5 Lessons I Learned From 2025

Core Insights - The article discusses two distinct approaches to investing: wealth management focused on client wealth growth and portfolio management involving flexible equity funds and private clients [1] Group 1: Investment Strategy - The company employs a combination of top-down macroeconomic analysis and bottom-up stock selection to identify investment opportunities [1] - The focus areas include earnings, technological disruption, policy shifts, and capital flows to uncover mispriced opportunities in the market [1] Group 2: Market Engagement - The company shares high-conviction investment ideas and contrarian views on platforms like Seeking Alpha, aiming to provide deep analyses of both growth and value stocks [1]