Around the world with Jeff Thomson
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.
Jeff highlights the importance of strong industries executing well with the ability to grow through this period of inflation.
Hear more about Alphinity’s world tour:
In this short 5 part video series, the team share the key highlights from their overseas trips, interesting anecdotal stories, fundamental themes and some company specific insights.
- Thought piece: Around the world with Alphinity
- Part 1: Jeff Thomson
- Part 2: Trent Masters
- Part 3: Jonas Palmqvist
- Part 4: Mary Manning
- Part 5: Chris Willcocks