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Quick thinking from active minds
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28.04.2021

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.

Mark Heslop Jupiter Fund Manager, European Growth
Mark Heslop

Investment Manager, European Equities

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Jason Pidcock
Jason Pidcock

Investment Manager, Asian Equity Income

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Brinton Johns Jupiter Investor, NZS
Brinton Johns

Investor, NZS

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Latest Insights

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.
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Read time- 4 min.
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17.06.2022
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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.
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Read time- 4 min.
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07.06.2022
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