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Kames' A-rated Goddin: how investing in games has changed forever

Kames Capital's Neil Goddin sees investing in video games as having changed forever as the companies become much less cyclical.

He sees companies like Sony as transitioning more to a service-led model and away from a one-and-done product model. 

Goddin's Kames Global Equity fund over the last three-years to February has returned 52.4% to investors. The average fund in the global equity sector returned  36.1% over the same time period.

 

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