On Friday, 29th November, Portfolio Manager, Tim Levene provided an update on the portfolio, recent investments and insights into the fintech sector as we progress into 2025. With interest rates having seemingly peaked, particularly in Europe, and the discount to NAV at a little over 40%, this is an opportune time to consider the opportunities for the portfolio and share price growth in the coming months and years.

Content provided by Frostrow Capital.

Image