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.