In this webcast, James Murray, Investment Manager, Systematic Equities, explains how equity investors address the risk of high market concentration, expensive valuations and the ongoing ‘Magnificent 7 dilemma’, all while continuing to generate alpha. He explains how a systematic approach to investing in global equities effectively addresses these concerns to provide investors with a diversified approach to global equities which blends exposure to well-established, large players with overlooked small-cap opportunities. He also explains how the team's proprietary dynamic allocation model effectively navigates changing market environments. Finally, James unveils the team’s quantitative investment process and proprietary stock selection criteria.
La fuerza del pensamiento activo: juicios independientes
Un rasgo clave del enfoque de inversión de Jupiter es que evitamos adoptar una «visión de la compañía»; en lugar de eso, preferimos dejar que nuestros gestores formulen sus propios juicios sobre la clase de activos en la que invierten. Por ello, es preciso señalar que las opiniones expresadas, incluidas las referidas a cuestiones medioambientales, sociales y de gobierno corporativo, pertenecen al autor o autores y podrían diferir de las que mantienen otros profesionales de la inversión de Jupiter
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