Manage episode 233851477 series 2402082
Once again we’ve gone behind the scenes to find out how LGIM’s investment teams manages funds. The Active Equities team places a major emphasis knowing the companies in which they’re invested inside and out. This could be anything from knowing how a company will respond to a competitor’s latest innovation to how their strategy will hold up for the next 10 or 30 years.
It’s all about building that conviction in the investment case and why corporate engagement and access to management is so important. I sat down with Shaunak Mazumder, Senior Fund Manager, and Matthew Courtnell, Equities Product Specialist, to talk more about how concentrated portfolios can be managed with a collaborative, sustainable and long-term mind-set.
Read the latest insights from the Active Equities team here: https://futureworldblog.lgim.com/asset-classes/equities/
• Shaunak Mazumder, Senior Fund Manager
• Matthew Courtnell, Equities Product Specialist
• Mark Chappel, Senior Investment Writer
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