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EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital
Manage episode 322457326 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to the tragedy of events unfolding in Ukraine, increased Western countries' tensions with China, and the recent spike in inflation. In this episode of the podcast, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Discover the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.
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Manage episode 322457326 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to the tragedy of events unfolding in Ukraine, increased Western countries' tensions with China, and the recent spike in inflation. In this episode of the podcast, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Discover the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.
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Similar to The Portfolio Construction Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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