Shopping global consumer opportunities

Presented by

Andrew Baud

About this talk

During this 20 minute webinar, Deputy Portfolio Manager / Investment Analyst Andrew Baud will discuss Antipodes Partners Funds’ key Consumer exposures. Discussion points: •Exploiting market dispersion across regions and within sectors •Favouring Emerging Market Consumer exposure •The impact so far from President Trump

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.