Global Equitites - Volatility: dead or in hibernation?

Presented by

Jacob Mitchell

About this talk

Discussion points: - Navigating the distortions of the low interest rate world - Predicting regime change (Trump, Brexit, etc.) really is a mug's game - Taking advantage of today's market extremes whilst managing risk, i.e. look for asymmetry Key Takeouts: - Risks are building in global markets, but not without opportunity - Using multiple levers, (longs, shorts and currency) to manage risk and drive returns

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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.