The COVID-19 health crisis has accelerated a number of shifts in consumer and enterprise behaviour resulting in years of secular change occurring in a matter of months. We believe we are in the early innings of significant value being accrued to select businesses that we hold in the Stenham Equity Fund.
Kevin Arenson, Michael Willar and Mihir Kara discuss the following:
- Allocating capital in global equity markets post COVID-19.
- Resulting changes in consumer and enterprise behaviour that will have a lasting impact.
- Which businesses stand to benefit from these structural shifts.
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