NAN 4.66% $2.92 nanosonics limited

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    From ECP website

    Understanding of Potential,
    as well as Performance

    We believe it’s important to understand both the narrative of an investment, and the numbers that support it. Investing on narrative alone, ignores reality. Investing on numbers alone, ignores potential. We tie the two together, so we can best capture long-term potential while ensuring that we do not over pay for the value we see.

 
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