Listen to Jim Robillard as he provides a summary of Q3 and outlook for the Spyglass portfolio in a discussion with James Alexander of Aravis Capital.
(01:39) AI podcast
(02:17) Overview
(16:30) Portfolio Positioning
(18:35) New Position: DoorDash, Inc
(23:16) New Position: Procore Technologies, Inc
(26:53) Q&A
For more information on the Spyglass US Growth Fund (UCITS), please contact James Alexander or your Aravis Capital representative.
For professional investors only.
This is a marketing communication. Past performance is not a reliable guide to future performance. Investment Capital at risk.
Recorded: Thursday, 12th October 2023
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