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CRWD - Mercator International Opportunity Fund Portfolio Manager Commentary Q2 2019
CrowdStrike Holdings Inc.
The second quarter of 2019 was another strong one for the Mercator International Opportunity Fund (MOPPX).*
The world has turned decidedly Manichaean. So have the stock markets. Everything seems divided between good and bad with nothing in between. Favored stocks go up, no matter the valuation. Unfavored stocks go down, no matter the fundamentals.
I call it the Amazon (AMZN) trade. Investors who took profits early on because of the high valuation made good profits but missed out on even bigger long-term returns. The lesson is clear: buy winners in an emerging industry and then