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Zenith General Manager & Head of Research Bronwen Moncrieff reviews the Aoris International Fund.

It’s been more than 40 years since the pop hit ‘Video Killed The Radio Star’ was released and topped the charts. The new wave song referenced how radio was disrupted by the newer, more attractive technological innovation of video. And today, it’s become somewhat of an anthem for the disruptive investment thematic, which has been gaining strong momentum in recent times.

What does Aesop’s well-known fable, that pits the hare and its superior speed against the slow and steady approach of the tortoise, have to do with long/short investing?

The COVID pandemic has imposed a huge cost on the world in both human and economic terms. The way we spend our work and leisure time has been forced to undergo a radical shift in a compressed timeframe. With many companies demonstrating they can operate at, or near, capacity with most employees working from home, will there be a full return to the office? Will office markets be fundamentally disrupted? And how should investors react?