Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth creation strategy. In a modern world that is rapidly changing thanks to technology, not allocating a portion of a portfolio to disruptors is a mistake.
With Craig Antonie from AnBro Capital Investments, we use the example of Crowdstrike to discuss a disruptive business that was incredibly ahead of its time. It takes visionary entrepreneurs to spot and understand technological trends. It takes visionary investors to be willing to take a risk on them.
We also use the opportunity to congratulate the AnBro team on their latest award and to find out more about what it takes to create a boutique asset management business.
Episode 71 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
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