Strictly Business The Asset Class by Strictly Business

The Asset Class by Strictly Business

A regular feature populated by our finest fund managers, who explain their positioning in the markets, their current asset allocation and their views on future market behaviour. Essential listening for serious, long term investors.
Weekly English South Africa Business · Investing
398 Episodes
140 – 160

The Asset Class: Matthew Evans

Matt Evans is a portfolio manager at Investec Asset Management, with a focus on UK smaller companies within the quality team.
13 Jul 2021 11 min

The Asset Class: Wenchang Ma

Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
6 Jul 2021 11 min

The Asset Class: Charlie Dutton

Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
9 Jun 2021 10 min

The Asset Class: Simon Adler

Simon Adler is a Fund Manager at Schroders, responsible for co-managing UK institutional value/ESG portfolios within the Global Value team.
28 May 2021 12 min
140 – 160