The Source Podcast: Evaluating concentrated vs. diversified managers with Hosking Partners
(20 min podcast) In this episode, we're joined by Luke Bridgeman, portfolio manager with Hosking Partners, a global equity manager based out of London. While we see a lot of consultants and investors searching for concentrated portfolios, Luke and his team have taken a contrarian approach with a very diversified portfolio.
Part 2: Norwegian pension AFP’s approach to manager monitoring
(2 min read) The second in a three-part series from our recent webcast, Frode Veiby, Head of Equities at Fellesordningen for AFP, outlines their approach to monitoring current managers, identifying red flags and monitoring their short list.
Part 1: Norwegian pension AFP’s approach to manager selection
(3 min read) The first in a three-part series from our recent webcast, Frode Veiby, Head of Equities at Fellesordningen for AFP, outlines AFP’s 5-step approach to manager selection.
Amidst a down month, Canadian and Australian equity strategies outperform
(5 min read) We look at how actively managed strategies fared against market benchmarks in September, highlighting what percentage of managers in a given universe are beating their benchmarks and the degree to which they are outperforming.
The Source Podcast: Approaching ESG investing with Dennis Hammond of Veriti Management
(25 min podcast) In this episode of The Source we are joined by Dennis Hammond, Head of Institutional Investments at Veriti Management, on how Veriti approaches ESG investing with their clients.