
Why most investors are looking in the wrong places - Frank Thormann | Schroders
From Equity Mates Investing Podcast
Published 9/25/2025

From Equity Mates Investing Podcast
Published 9/25/2025
Look for companies with a "positive growth gap".That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.Using plenty of real stock examples, we unpack Frank's process to understand:What he means by 'positive growth gaps'How he identifies moments where sentiment and…