In the second part of the PA+ Diversifiers series, Adam Lewis talks to Alexandra Christiansen, portfolio manager of Nordea’s Global Climate Engagement strategy, on her portfolio’s different approach from traditional climate-related solutions, and the diversification benefits this brings.
Interview with Ken Wotton, Strategic Equity Capital trust
On the three-year anniversary of taking over the Strategic Equity Capital trust, Gresham House’s Ken Wotton says there has rarely been a better time to invest in UK small caps.
Interview with Nick Greenwood, MIGO Opportunities Trust
Nick Greenwood, co-manager of the MIGO Opportunities Trust, talks to Adam Lewis about his move to Asset Value Investors and why discounts in investments trusts represent a golden opportunity.
The Diversifiers: Alexandra Christiansen, Nordea Global Climate Engagement Strategy
In the second part of the PA+ Diversifiers series, Adam Lewis talks to Alexandra Christiansen, portfolio manager of Nordea’s Global Climate Engagement strategy.
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.