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Firetrail managed funds
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Investment insights ‘from the trail’
In this monthly insights piece, we take a deep dive into the US gaming industry and discuss the potential monetisation of iGaming and impacts for portfolio holding Aristocrat.
Firetrail Australian Small Companies Fund analyst, Eleanor Swanson, provided insights into how the small caps team invest, and one of her top picks! She was also joined by the CEO of this high conviction position in the fund, to provide further insight into the opportunity.