Q: Hi there,
If I already own almost the entire BE portfolio plus ZCL, SHOP, GSY (substituted for SLF from BE) and XTC (substituted for MG from BE) - what would be the next best idea/highest conviction name with a growth tilt that would be worth taking a look at that you believe will do well?
Thanks!
If I already own almost the entire BE portfolio plus ZCL, SHOP, GSY (substituted for SLF from BE) and XTC (substituted for MG from BE) - what would be the next best idea/highest conviction name with a growth tilt that would be worth taking a look at that you believe will do well?
Thanks!