Speaking at Summer Congress, Jacob Laursen, associate portfolio manager on the Global Equity Income strategy at Oldfield Partners, and Richard Garstang, co portfolio manager, discuss the case for contrarian value investing and their outlook for the asset class going forward
Interview with Stephen Yiu, Blue Whale Growth fund
Julian Marr sits down with Stephen Yiu, lead manager of the Blue Whale Growth fund to reflect on the portfolio’s six-year anniversary.
Interview with Jacob Laursen and Richard Garstang
Jacob Laursen, associate portfolio manager on the Global Equity Income strategy at Oldfield Partners, and Richard Garstang, co portfolio manager, discuss the case for contrarian value investing
Interview with Toby Hayes, Trium Capital
Toby Hayes, lead manager of the Trium Alternative Growth Fund, argues many perceived traditional alternative asset classes remain highly correlated to equities
Interview with Felix Wintle, Tyndall Investment Management
Felix Wintle, manager of the VT Tyndall North American fund, on reintroducing tech stocks and new US investment opportunities.
Interview with John Teahan, Redwheel
John Teahan, manager of the Redwheel UK Climate Engagement strategy, details why divestment is not enough when it comes to ESG investing
Interview with Will Searle
Will Searle, manager of the Dowgate Wealth European Growth Fund, provides his outlook for growth equities in Europe
Interview with Comgest US team
Christophe Nagy, head of US equities at Comgest and Louis Citroen, portfolio manager, discuss the key characteristics of the Comgest Growth America strategy