|HOLD||$58.720||UNKNOWN||NORTH AMERICAN - LARGE||No|
This has done well since going public. There is a lot of momentum behind it. They are in the right space in terms of providing all the back-office systems for online retail, a sector that is growing very strongly. As a value manager, it is difficult for her to buy names like this, because there is so much momentum and the valuation is very high.
CEO & Managing Director, GlobeInvest Capital Management