Oh if you’re only in SMT 0.1%, I’m not going to sway you to EWI. Instead I’m going to tell you to up your stake in SMT. The reasons for this investment I’ve outlaid here;
Why am I looking at EWI as well? I trust BGs team over any other. Their funds are killing it! Like SMT, EWI focuses on growth and looks at the mid-to-long term. Where SMT goes into more established disruptor, EWI looks further down the line at, smaller capped companies that are essentially doing the same thing.
I’d also look at their Shin Nippon IT, doing yet, similar again but in the Asian Market.
Hope that helps.
JOE.