Capital Employed FM

For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.

The letter discusses...
  • Massif Capital Real Assets Strategy 3Q 2024 performance.
  • China's Economic Slowdown Impact.
  • Key Positions in Siemens Energy and Alphamin.
  • Tail-Risk Hedge and Strategic Caution.
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DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

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What is Capital Employed FM?

Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.