A lot of global equities strategies have started to look very similar — particularly after the outperformance of big tech stocks in recent years.

But as investors eye sky-high stock prices among the FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) — and volatility across global markets — managing risk has become more urgent.

That leads to an obvious question: how do you find differentiation?

For 17 years, Chris Lees and Nudgem Richyal have been building a highly differentiated — yet highly successful — global equities investment strategy.

Chris and Nudgem recently launched their $US5.3 billion global equities strategy in Australia as the Pendal Global Select Fund.

Since its inception, the underlying strategy (JOHCM Global Select Fund) has delivered top-decile performance in Lipper and 2nd decile in Morningstar.*

Pendal Global Select Fund has already been awarded Zenith’s highest rating of "Highly recommended" (Sep 27, 2021).**

Join Chris, Nudgem and Pendal Australia CEO Richard Brandweiner for a webinar where they will explain:

-   A four-dimensional investment process that identifies very different, high-quality stocks in good or up-and-coming neighbourhoods
-   Why it pays to focus on long-term compounders, stocks in early-stage growth or those undergoing transformation or recovery
-   Why equal-weighting of stocks is key to long-term success
-   Their “quantamental” process which combines sophisticated quant screening and fundamental insights

Attendees will qualify for CPD points.
Christopher Lees
Senior Fund Manager,
JO Hambro Capital Management
Prior to joining JOHCM, Christopher spent more than 19 years at Baring Asset Management, latterly as Head of the firm’s Global Sector team. Prior to 2002, he held positions as Senior Portfolio Manager (US Equity team) in Boston and as an Analyst in the UK Stock Selection as well as in the firm’s Global Asset Allocation team. Christopher is a CFA Charterholder and holds a BSc (Hons) in Geography from University of London.
Nudgem Richyal
Senior Fund Manager,
JO Hambro Capital Management
Prior to joining JOHCM, Nudgem was an Investment Director within the Global Equity Group of Baring Asset Management (working closely with Christopher since July 2001) and Investment Manager of one of the largest Latin American funds in London. He previously worked at Hill Samuel Asset Management in London. Nudgem is a CFA Charterholder and holds a first class BSc (Hons) in Chemistry from the University of Manchester.
Richard Brandweiner
Chief Executive Officer,
Richard has spent twenty five years working across all asset classes in the funds management and pension fund industries. He is currently Chief Executive Officer of Pendal Australia (formerly BT Investment Management Australia) one of Australia’s leading independent fund managers. Prior to this, Richard was Chief Investment Officer at First State Superannuation, one of Australia’s largest pension funds, and Group Executive at Perpetual Investments.