In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, leads a panel discussion on the role of global equities in institutional portfolio construction. Equity practitioners discuss their investment philosophy, research process and idea generation for stock selection.
Highlights
- The scalability of stock markets and real estate markets compared to private markets
- How to find companies worthy of a large position in the portfolio
- Understanding sustainable competitive advantage, looking at sectors with secular tailwinds and confirming good capital allocation
- The growth versus value debate
- Using past research and understanding of a business to act quickly when market opportunities arise
- An analysis of short-term and long-term perspectives of global equity markets
Episode Resources
