Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.
Are you comfortable with either or both for small positions in an otherwise diversified portfolio.
Thank you
Brad
Are you comfortable with either or both for small positions in an otherwise diversified portfolio.
Thank you
Brad