Quality investing isn't just about strong financials—it's about resilience and competitive edge. But quality isn't always obvious. Some businesses strengthen over time, making them attractive long-term investments. "It's no use buying a great business if you think the returns are going down," says Dave Dudding, Senior Portfolio Manager at Columbia Threadneedle Investments. "Our approach is very bottom-up and stock-specific. We want to understand the business models and the competitive dynamics driving returns," he says. While themes like electrification, clean energy, and digitalisat...
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