Stenham Equity - Fund Payments Whitepaper

Introduction

The Stenham Equity UCITS Fund currently holds concentrated investments in four payment companies comprising almost a quarter of the portfolio - the highest exposure to payments since the inception of the Fund.  As such, we thought it would be useful to help investors understand why we think pockets of the payments industry are attractive to allocate capital to and further discuss the positive implications for these companies emanating from this crisis.

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