Thematic Investing Insights
Mark discusses the transformative journey of CPP, highlighting its growth from $100 billion to $400 billion in assets under management. He emphasizes the importance of thematic investing in response to demographic shifts, particularly the aging population and slowing growth in developed markets. This strategic focus led to the establishment of a $6 billion portfolio centered on technology and healthcare solutions tailored for an older demographic.In this clip
From this podcast
The Hard Part with Evan McCann
Mark Shulgan from Intrepid Growth Partners
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