In this edition of the Global Perspective, we sit down with Ben Fitchew of Ardevora Asset Management, and co-portfolio manager of the Nedgroup Investments Global Behavioural Fund. As we reach the third anniversary of our partnership, we will discuss what has been an eventful thirty-six months, from Covid-19 to stagflation fears and Russia’s invasion of Ukraine all having a profound impact on markets. With an investment philosophy grounded in cognitive psychology and the study of bias, Ben takes on the current state of global markets and the behaviour we are seeing from two key actors in the system - investors and equity analysts.
Being a quality investor does not mean just buying a quality company and then thinking it’s going to be fine forever. Pricing does matter. In this video, Andrew Headley, Sub-investment manager of the Nedgroup Investments Global Equity Fund talks outlines the intricacies of what makes a true quality investment, and why they are so hard to find.Watch Video