Wired for Growth: Data, Decarbonisation & the Baza View (Q2 CY2024)

08/08/2024 35 min Temporada 1 Episodio 1
Wired for Growth: Data, Decarbonisation & the Baza View (Q2 CY2024)

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Episode Synopsis

William and Brayden dive into the performance of their funds, market conditions, and thematic ideas. They highlight the High Conviction Fund's performance and the electrification thematic within their portfolio. They also discuss Baza's Special Opportunities Fund, covering investment strategies and a few specific cases.