Name: Ardevora Asset Management - Portfolio Update Q2 2021
Start: 2021-07-12T20:36:00Z
End: 2021-07-12T20:36:24.000Z
Location: BrightTALK

Ardevora is a privately-owned, global equities asset management specialist established in 2010. Our purpose is to protect and grow our clients' assets over the long term.  Our investment philosophy is built on understanding human behaviour, and the reasons why smart people make bad decisions.

Jeremy Lang, CIO, will provide a mid-year 2022 update on Ardevora's investment performance and share his insights on where he sees the investment opportunities and risks ahead.

2022 Mid-Year Investment Update

In our latest quarterly update, CIO Jeremy Lang shares his thoughts and perspectives on the first quarter of 2022.

Quarterly Update - Q1 2022

A replay of Ardevora Asset Management's virtual event with Jeremy Lang, CIO and Ben Fitchew, Portfolio Manager, discussing psychological anchors, opportunities and risks in 2022.

Event Replay - Psychological Anchors, Opportunities and Risks 2022

The second episode of our Growth Investing Series features a podcast with Ben Fitchew, Portfolio Manager and lead analyst, Siobhan Fraile Ordonez, discussing growth opportunities in the technology sector, and in particular, the semiconductor sub-sector.

Growth Investing Series - Technology

Co-Founders Jeremy Lang and William Pattisson and Ben Fitchew, Portfolio Manager, discuss Ardevora's performance in 2021 and share their expectations for 2022.

Annual Review 2021

Jeremy Lang, CIO and Ben Fitchew, Portfolio Manager discuss the digitisation economy

Ardevora debates.....opportunities in the digitisation economy

In the first episode of our Growth Investing Series, CIO Jeremy Lang discusses why we're excited by the growth opportunities we're currently seeing and why we view COVID as the "trend accelerator".

The Growth Investing Series

Jeremy Lang, Chief Investment Officer, provides a portfolio update for the third quarter, 2021.

Ardevora Q3 2021 Portfolio Update

Jeremy Lang, CIO, discusses the markets' reaction to real or perceived inflationary pressure.

Ardevora Debates.....Inflation Paranoia

Jeremy Lang, CIO, discusses the oil sector.

Ardevora Debates.....Oil and the Cost of Being Ethical

Interview with Jeremy Lang, Co-Founder and CIO, discussing the Second Quarter 2021.

Ardevora Asset Management - Portfolio Update Q2 2021

Asset Management

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Ardevora Asset Management - Portfolio Update Q2 2021

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About this talk

Ardevora Asset Management LLP