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Exploring global equity sector and stock ideas - a STANLIB I J.P. Morgan Asset Management podcast

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In this podcast, Amit Parmar, JPMAM International Equity Group vice president and investment specialist, discusses with STANLIB’s Chief Economist, Kevin Lings, how various stocks make their way into the STANLIB Global Select Fund. JPMAM uses fundamental, bottom-up stock selection, as its global team of over 80 analysts seek out companies with great business quality, sustainable earnings and long-term drivers. They apply a valuation framework to determine the price that the fund is willing to pay for each stock. Parmar also explains some of the portfolio’s over- and underweight positions and what factors influenced those decisions.
10 Apr 2024 English South Africa Investing · Business News

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