Many professional investors assess that the best way to invest is to ride in and out of sectors as they fall in and out of seasonal favour. For example, if consumer discretionary stocks are hot at the moment and getting a lot of attention then why sit in financials that are momentarily flat. Our approach is to engage stakeholders in the emerging global economy and stick to them. When they are temporarily out of favor then it is simply an opportunity to expand the position at a cheaper price. Our thinking is that in 3-5 years, we won´t to be holding strong positions at good prices of the titans that will emerge regardless of the whims of quarterly cycles.