Cardinal Update – June 2020

REITS Beyond the Headlines – As investment managers, it is important to approach negative headlines with a healthy dose of respect, but to also not be afraid to look beyond the headlines.

What do we mean by this? Well, it is a two-fold process both to assess the arguments made through the negative headlines to gauge the risk, and then to evaluate whether there is an appropriate level of risk-reward available in any individual company within the sector that warrants investment consideration.

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