In this video, Fund Manager Mikhail Motala discusses how anomalous market conditions since the global financial crisis (GFC), contributed to the increased levels of market concentration we see today. Now that long-held imbalances are starting to unwind, the investment landscape is also shifting and different drivers of return are emerging. Motala explains why stock pickers are especially well-placed to navigate this environment, and provides clear examples of the thinking that informs PSG Asset Management’s stock selection.
Негізгі бет Why stock pickers are set to excel by Fund Manager Mikhail Motala
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