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Gain key insights from Avery Dennison's Q1 2025 earnings call: solid growth in high-value categories, Intelligent Labels, and strategic initiatives ...
He then generally allocates 25% of the fund’s assets to firms with 10%-20% annualized revenue growth. The final fourth of the fund is usually positioned in hyper-growth companies, which ...
The remainder of the assets are for more speculative, hyper-growth companies experiencing very high revenue growth and heavily reinvesting their cash flows in their business. Sector concentration ...