October 4th marked the Singularity Fund's 4-year track record. While markets remain turbulent, this is an ideal time to reflect on what constitutes a good investment - through the cycle. "We believe that innovation is the primary driver of revenue and earnings growth for companies and consequently drives stock performance over the long run. While price/earnings (P/E) multiples fluctuate over time depending on the prevailing economic environment, it is the compounding of earnings that generates sustainable investor returns," writes our CIO Gregory Hung in his Q3 Update.
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