He described a “pure growth approach” that avoids overconcentration in any sector or industry, and named four companies as examples held by the Delaware Smid Cap Growth Fund: He sees the digital transitions as being deflationary because of efficiency improvements, and believes these trends will mitigate inflation over the long term.īut when selecting stocks, the growth opportunities from disruptions in the economy that Ely identifies don’t necessarily spring from digital innovation.
Is the world’s largest supplier of composite materials used in place of wood, including decking, fencing and railing.
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