Michele and Payal are joined by a trio of award winning UK Fund managers to discuss the fundamentals of investing in the current environment.   

In this live webinar, we discussed:

  • Investing for income & growth – the fundamentals
  • Global market update
  • Identifying the current investment opportunities
  • Introducing the Kensington fund range
  • The Smith & Williamson investment process
  • R&D impact on investment decision making
  • Investment structure & portfolio positioning

Our special guests:

Augustus Edwards, Partner at Smith & Williamson
Augustus manages a wide range of private client and institutional portfolios with a particular focus on bottom-up equity research and portfolio construction.

Peter Magee. Associate Director at Smith & Williamson
Peter is co-fund manager of the Blairmore Global Equity Fund and has specific experience in managing global equity mandates for private clients.

Ian Kenny Partner Smith & Williamson
Ian is head of Fixed Income at TSW and has 25 years’ experience managing institutional fixed income portfolios.