Prepare for the unfamiliar: investing in the coming decades

Agenda

15:00 – 17:00

•Welcome and opening

•Prepare for the unfamiliar – investing in the coming decades

•Global Real Return

•Global Future Leaders

•Global Smaller Companies

Short break

•Panel Q&A

17:00-18:30

Drinks reception

Prepare for the unfamiliar: investing in the coming decades

Join members of Goodhart’s nine-strong global equities team to hear why we believe that the four powerful forces – demographics, security, the environment and technology – that drove globalisation and fostered an extraordinarily benign environment for financial assets are now undergoing significant change, with both immediate and longer-term consequences and implications for society and businesses. We expect the impact of these changes to be greater, and to be felt more keenly, than many asset owners currently recognise. Our highly focused and flexible approach to investment is designed to address the opportunities and challenges this new environment will present, and is fundamentally different from the broad and inflexible approaches that may have been effective in the past.

Global Real Return - Alan Bartlett, Board Member & Global Equities Specialist and James Sym, Partner and European Equities Specialist

Navigating an uncertain and changeable market environment through a global equity strategy with variable market exposure, aiming to generate real returns over the long term.

Global Future Leaders - Russell Champion, Partner & Global Growth Equities Specialist 

A global equity strategy focused on high-growth, innovation-driven companies with the potential to become, or remain category leaders in their industries.

Global Smaller Companies – Richard Tennant, Partner and Global Smaller Cap Equities Specialist

An index and style-agnostic global equity strategy focused on genuine smaller companies with the potential for exceptional upside. The objective is to generate significant capital appreciation that outperforms broad global equity market indices over the long term. 

Speaker Bio Information