When looking to invest, many are drawn to the most exciting and attention-grabbing stocks. When this happens, good quality businesses with attractive growth profiles are often left behind.
Off the back of structural tailwinds sweeping the healthcare industry, Sanjay Ayer of WCM Investment Management identifies what he believes to be the most exciting ‘boring’ company in the world.
Ayer also lays out why WCM has excluded tech darlings, the FAANGs, from its portfolio and which two tech companies they see on their way to be big players in future.
This article was published on livewire, and the full article is here.