Quick thinking from active minds
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.



Latest Insights
Notes from the Investment Floor: Opportunities for quality growth
Notes from the Investment Floor: Opportunities for quality growth
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
Read time- 4 min.
17.06.2022
Finding income in Asia and largely avoiding China
Finding income in Asia and largely avoiding China
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Read time- 4 min.
07.06.2022
Finding great companies in Europe
Finding great companies in Europe
Mark Heslop, Fund Manager, European Growth, explains why pricing power is so important for companies today, and provides a brief introduction to the fund.
29.03.2022