Quality + Value = Resilience

Presented by

Daniel McDonagh, Head of Portfolio Management Europe/UK

About this talk

2022 was a challenging year for both total return and traditional 60-40 funds. Pyrford’s strategy held up well and again proved resilient. Once more we saw the importance of valuations compared to correlations, which tend to be unreliable over time. Daniel will provide an overview of Pyrford's investment approach; what worked in 2022 and how they are positioned for 2023.

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