1. Capital Expenditures (Capex) - funds used by a company to acquire, upgrade, and maintain physical assets such as property, plants, buildings, technology, or equipment.
Disclaimer
The views expressed are those of the portfolio managers as of June 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Senior Fund Manager, Chris Lees, reviews the Ukraine invasion and his outlook and positioning for the future.
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