Alpha beyond the Magnificent Seven

NOV 3, 202519 MIN
The Ideas Exchange

Alpha beyond the Magnificent Seven

NOV 3, 202519 MIN

Description

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US.


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