NZS Capital, LLC, an investment management company, released its “NZS Growth Strategy” third quarter 2024 investor letter. The strategy returned 3.97% (gross) and 4.13% (net) in the quarter, compared to 6.56% for the Morningstar Global Target Market Exposure (NR) index and 4.53% for the Morningstar Global Growth Target Market Exposure Index (NR). To some extent, the market's attention shifted during the quarter. As enthusiasm for AI, semiconductors, and technology in general declined, focus turned to other industries, including financials, industrial and consumer staples. In addition,...
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