Переклад ще не готовий. Показано оригінал статті.
Liontrust Investment Partners recently released its "Global Innovation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -1.6% in the third quarter of 2026, compared with gains of 0.4% for the IA Global sector average and 1.5% for the MSCI AC World Index. Despite the quarterly decline, the Fund returned 19.4% year to date, outperforming both benchmarks and ranking 41st among 576 funds in its sector. The managers attributed the quarter's volatility to a sharp disconnect between share prices and underlying business performance, particularly across the semiconductor and AI infrastructure industries.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.