Global smaller companies: investing in the time of Covid
It’s a cliché that human beings quickly adapt to new circumstances, but that has certainly been the case for us as fund managers as we have adapted to this new world.
Global equities: how the team is sticking to process during the covid-19 crisis
Portfolio Manager Scott Woods talks about how the team are operating from home, ongoing conversations with companies, and how he’s adapting portfolios to market moves.
I flew into Washington DC on a Sunday and had just enough time for some sightseeing in the capital, although it was freezing and a bit of a whistle-stop tour. I then had to drive two-and-a-half hours into rural Winchester, Virginia, which felt empty as most places were closed in preparation for a snow storm.
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