A $5 billion money manager shares the 'texting-and-driving' play set to surge 21% this year

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed David Wagner, a portfolio manager and head of equities at Aptus Capital Advisors, which has $5 billion in assets under management. One of the firm’s high-conviction funds, Compounders, ranks in the top 1% for its peer group in performance.

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