Outlooks

At Binary Capital we are long-term investors, thinking in years rather than months. We typically have a growth bias in our equity positions. We are very comfortable with that. We believe some of the growth opportunities (long-term) in technology and healthcare could be under-estimated by the markets. So why would one not be positioned in such thematic areas for long-term high conviction investing. In saying this, the second half of 2025 could experience further volatility and perhaps even some drawdown pressures, which we would view as a buying opportunity.

We also continue to invest pragmatically. We are always conscious that the investment markets are the judge of our investment skills more than our abilities to intellectualise what could be going on.

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