In this months update, I talk about the month and YTD of the brands equity strategy, what worked by sector and style box as well as how each brand we own is performing as a stock and how its performing fundamentally. I also talk about what we expect for the rest of the year and into next weeks elections and how to play any weakness we see.
For more information about the fund or investing in Mega Brands:
https://www.globalbrandsmatter.com/dynamic-portfolio