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.
- 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.