secular tailwinds
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2026 by Bruce MacDonald · across every show →
Everything said about secular tailwinds, oldest first
Apr 6, 2026 positive
Secular Tailwinds Provide Margin of Safety Against Suboptimal Manager Selection
“One of the nice things about trying to invest in these secular tailwinds is you don't necessarily have to get the manager selection piece right. We like it when there's multiple ways to win in the stuff that we do. The nice thing about the secular tailwind is …”