Core Viewpoint - The investment strategy regarding uranium is shifting, although the positive outlook on uranium remains strong [1] Group 1: Investment Strategy - The portfolio manager is adjusting the investment approach while maintaining a bullish stance on uranium [1] - The focus is on combining top-down macro analysis with bottom-up stock selection to identify mispriced opportunities [1] Group 2: Market Analysis - The analysis includes factors such as earnings, technological disruption, policy shifts, and capital flows [1] - The portfolio manager utilizes real-time positioning and data from platforms like Bloomberg to inform investment decisions [1]