IN FOCUS
We bought Analog Devices, the semiconductor manufacturer, at the start of the year. So far it has gained only 5pc to 10pc. It has been a tough backdrop for these kinds of semiconductor, but we feel very good about this firm. Its valuation is not demanding. It has merged with competitor Maxim Integrated and it is performing well in its core markets, which include electric cars.
Fund Of The Week
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2022-12-03T08:00:00.0000000Z
2022-12-03T08:00:00.0000000Z
https://dailytelegraph.pressreader.com/article/281724093575802
Daily Telegraph