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NOMD - Polaris Capital Management International Equity Composite Commentary Q1 2022 Commentary
Nomad Foods Limited
The Polaris International Equity Composite returned -5.24%.
Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation.
We are considering the risks of a big slowdown in Europe, continuing to diversify the portfolio geographically, while doing the same at the sector level.