have bolstered his returns. The fund doesn't have many giant gainers over the last year, but it has very few losers among its 42 positions.
Dudding isn't making dramatic changes, but he says it's time to start looking through the market's wreckage for new ideas. Here's what he's done so far, and the current picks he's most confident in over the next few years.during one of the hardest periods in its history with parks and movie theaters closed and ESPN running low on sports to televise. But even if the recovery takes a long time, he thinks it's coming.
"They're trading down across spirits, so that's not a good trend for them," he said. "We just took the view that there were probably better opportunities across the world that had sold off more."became a market favorite in the 2010s, bringing in a gain of about 1,200% over the last five years. "It doesn't look as though we're overweight Asia, but ... a lot of our stocks have more of an Asian exposure then than it appears," he said. "We own a life insurance company in Asia, for example, we own some Indian banks.", one of the world's largest elevator manufacturers, is another example of Dudding's approach to investing in growth in Asia even though the company is based in Finland.