Anti-Fragility

09/30/2024

Tourbillon Investment Management’s Ben Beneche and Ramesh Narayanaswamy explain the primary attributes of the durable businesses they want to invest in, the industry sectors they’re finding particularly interesting today, and why they see mispriced value in Genky DrugStores, Pason Systems, Fielmann Group, Svenska Handelsbanken and Admiral Group.

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