@lost Hi Lost, Yes, I like the idea to have a look again at VGI listed funds because I find that Robert Luciano is a good fund manager and they are also long/short funds. I think that he has been struggling with currencies, last time I looked at it. Not sure about VG8 as they do not have a long history of the Asian market, unlike US markets (VG1) that they know quite well.
Regarding Hyperion Global Growth, probably worth looking at the valuation for some of these names. Even after the tech correction, I suspect that some of them are still expensive because they have a low basis of earnings. In particular Tesla, Block, Spotify, Salesforce, Service Now ?
