A client wrote in wondering whether their portfolio had any exposure to mining in the Congo.
It’s difficult to say we’re truly insulated because the minerals extracted from congolese mining sites (like copper, cobalt, and so on) are so widely used in the modern economy that they likely make it into many of our devices, despite our best efforts.
With that said, we’re happy to say that none of the companies in our flagship global opportunities strategy have direct exposure to this.
Here’s a video from our youtube channel with a bit more explanation:
