Business
4 ASX ‘winners’ destined for growth: fundie – The Motley Fool Australia
Here are the ‘structural winners’ that’ll future-proof your portfolio, according to a professional investor.
Despite the comeback of value shares, one fund manager is convinced structural shifts from COVID-19 will make certain growth shares ultimate winners.
Tribeca Investment Partners portfolio manager Jun Bei Liu said on Tuesday that growth stocks might be “a little but out of favour” currently – but you can’t afford not to hold some of them.
“My view is that a portfolio will always have to have structural winners – because they will future-proof your portfolio.”
Liu explained at the GSFM briefing that…
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