mallowstreet University Dinner: Equity Investing

Equities have been a pension fund staple for a reason – over extended periods equity has outperformed many other asset classes. But the lack of visibility, in the balance between returns and the risk of permanent capital loss, can seem hard to justify – particularly when facing a down market.

Logic says stick with earnings growth, its worked in the past.

Emotion says I have retirees to look after and quarterly performance reviews, I can’t justify risking capital loss for upside.

Eight years into an equity market bull run – where do you go?

Sudhir Roc-Sennett of Vontobel Asset Management will outline the investment framework of a Quality Growth approach to equity investing through the full market cycle for pension funds. He will also explain how Vontobel have maintained a consistent investment style for over twenty years, delivering outperformance with less volatility than the market. "Over the years we have found investors less likely to throw in the towel, and let the compounding unfold, when they are comfortable with the time and performance return framework, and that the earnings drivers continue to grind out value."

Speakers

Program

  1. Guest arrival

    Welcome drinks

  2. Seated for dinner

  3. End