“In our international funds, you can go to the US first, and then you can go back to the UK and go to Asia, and you can buy the same theme a month later.”

Steve Johnson · Equity Mates Investing Podcast · Steve Johnson: What the market is missing about the AI boom

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What was described

Invest in a theme in the US fund first, then replicate the same positions a month later in UK and Asia funds to capture early price moves

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