Global Opportunities Beyond the Radar

Build, Baby, Build: Opportunity in an Overlooked Industry?

 

Over 2023, we saw about 47% growth in a good-value business listed on the New York Stock Exchange.

It paid a dividend of about 5% p.a. on top of that.

That’s because, in January 2024, it was acquired by a larger competitor.

This industry is often overlooked. Yet it can do very well in the middle-to-later stages of economic recovery.

We’re entering these stages now, beginning in America…

 

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