Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets as well as how your global assets are being managed.
In this quarter’s Telescope, Kyle Wales discusses how our portfolios navigated the third quarter, as well as how the funds are currently positioned. Pieter Hundersmarck revisits the importance of investing in high quality businesses, and Bruce Anderson shares his thoughts on South Africa. Finally, Kyle takes us through the investment case for Trupanion, a leading pet insurer in the United States and Canada.