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Beyond quality: the end of a 15 year tailwind?

Global markets have gone through a number of changes in fortune since the end of 1990’s, from the tail of the dotcom boom and bust, the commodities super cycle and the global financial crisis.

Higher quality stocks have shown more resilience and delivered a better outcome for investors over this period, but have quality stocks benefited from a 15 year tailwind?

In our webinar, portfolio managers Ken Hughes and Luca Fasan from our Global Long-term Unconstrained team, discuss ‘beyond quality’, considering the fundamental characteristics you need to look for in company to deliver on 10 year + time horizon?

We believe to be a truly long-term investor you need to do more than simply screen for ‘quality’ and focus not on the share price but the economic returns of a company.
Recorded Jun 14 2016 26 mins
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Ken Hughes and Luca Fasan, Portfolio Managers, Global Long-Term Unconstrained
Presentation preview: Beyond quality: the end of a 15 year tailwind?

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  • Beyond quality: the end of a 15 year tailwind? Recorded: Jun 14 2016 26 mins
    Ken Hughes and Luca Fasan, Portfolio Managers, Global Long-Term Unconstrained
    Global markets have gone through a number of changes in fortune since the end of 1990’s, from the tail of the dotcom boom and bust, the commodities super cycle and the global financial crisis.

    Higher quality stocks have shown more resilience and delivered a better outcome for investors over this period, but have quality stocks benefited from a 15 year tailwind?

    In our webinar, portfolio managers Ken Hughes and Luca Fasan from our Global Long-term Unconstrained team, discuss ‘beyond quality’, considering the fundamental characteristics you need to look for in company to deliver on 10 year + time horizon?

    We believe to be a truly long-term investor you need to do more than simply screen for ‘quality’ and focus not on the share price but the economic returns of a company.
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  • Title: Beyond quality: the end of a 15 year tailwind?
  • Live at: Jun 14 2016 3:00 pm
  • Presented by: Ken Hughes and Luca Fasan, Portfolio Managers, Global Long-Term Unconstrained
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