Event Recording - New Capital - Equity Conviction Fund
Global Equities update from Jonathan Rawicz, EFGAM’s Senior Portfolio Manager for the Global Equity Conviction Fund
Jonathan is responsible for managing AU$4bn in FUM. He has provided a portfolio update, discussed risk/reward compared to peers and the implications for Growth/Quality/Value styles in a hard or soft landing scenario. Jonathan will finish by explaining why you should invest in his strategy now.