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Selwood Asset Management’s Karim Moussalem sees Glencore as a “fantastic stock” to trade on the energy transition trend and increased copper price, despite a 25% fall in the Swiss commodity group’s shares this year.
The former Goldman Sachs and Verrazzano manager, who joined the credit-focused London firm in 2021 to run a $200m low-net equities strategy, made the long call at the Sohn London charity investment event.
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