Q&A with Fund Manager, Graeme Bencke.
Timestamps for each question are as follows:
00:10 What macro events most affected global markets in 2024?
01:06 Which holdings contributed most to performance over the quarter?
02:17 What were the main disappointments?
03:41 Which new names were added to the portfolio and what was the rationale behind these additions?
05:21 Can you briefly comment on the near term outlook?