Hey folks, as you likely suspect we at Tematica do a lot of leg work and deep dives when developing our investment themes and refreshing our thematic mosaic. This means that in addition to scouring financial filings, company presentations, and earnings transcripts, we also chat with company management, thought leaders, and other industry movers and shakers. Those conversations complement the fundamental work we do and refresh the thematic tapestry that underpins our various investment strategies.
Thematic Signals #43, Vol. 6
Thematic Signals #43, Vol. 6
Thematic Signals #43, Vol. 6
Hey folks, as you likely suspect we at Tematica do a lot of leg work and deep dives when developing our investment themes and refreshing our thematic mosaic. This means that in addition to scouring financial filings, company presentations, and earnings transcripts, we also chat with company management, thought leaders, and other industry movers and shakers. Those conversations complement the fundamental work we do and refresh the thematic tapestry that underpins our various investment strategies.