Small cap & value in a concentrated, momentum-driven market Webinar – Aug 15 2024, 3:00pm

/ Fintech hub Today /

About this talk

In our latest Investment Team Insight episode, William Lough, manager of the Global Sustainable Opportunities Strategy will address:

– Key drivers behind the strategy’s performance, including strong stock selection in areas like US financials and Japanese industrials

– The team’s engagement activities, such as encouraging share buybacks, and the positive response from our holdings

– Highlighting “picks and shovels” type businesses within the portfolio benefiting from investment in AI

– Observations on “desynchronized global cycles” creating contrarian stock-picking opportunities across different sectors In addition, William will discuss:

– The investment case for two new portfolio additions, Arcosa and Intercontinental Exchange Join William Lough online on Thursday 15th August at 10.30am

Presented by

William Lough

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