Travel & Leisure On Afterpay
Trailing 12-month returns for the sector are up 37% compared with the market’s 23% return, which runs in sharp distinction to a quarter in the past, when the sector lagged the market’s performance by 300 foundation points. The fund’s largest sector exposures are resorts, resorts, and cruises (30%), airlines (26%), casinos & gaming (22%), web […]
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