How do innovation, conviction and valuation discipline come together in portfolio management?
In an interview with Florian Schwab from finews.com, Quirien Lemey and Iana Perova, portfolio managers of DECALIA’s Future Society strategy, share their perspectives on the evolving investment landscape.
From artificial intelligence and its underlying infrastructure to healthcare innovation, they discuss the structural trends shaping their investment approach, the role of small and mid-cap companies, and the importance of diversification and valuation discipline.