Murray International Trust PLC’s Post

How “value” is your value fund? Matt Wagner, CFA dives into the investment process behind the WisdomTree U.S. Value Fund (WTV), showing how its rules-based approach seeks to ensure a consistent focus on shareholder yield while avoiding style drift: https://bit.ly/3Dz9oaa #ValueInvesting #WTV

In this Asset TV video, Oaktree's Caroline Picot (Managing Director, Marketing) and Madelaine Jones, CFA (Portfolio Manager for the European Senior Loans strategy) explore the European #CLOmarket, discussing issuance factors, CLO equity, risks, and investment strategies. Watch here: https://lnkd.in/geY9eadt #AlternativeInvesting

In our fireside chat of the conference, Jonathan Webster, Chief operating officer at CPP Investments | Investissements RPC joins us to discuss the operational challenges and evolution of one of the world’s largest asset owners as it moves towards becoming a $1 trillion entity. #cpp #cppinvestments #FiduciaryInvestorsSymposium

We're proud that Social Investment Business ' Recovery Loan Fund is part of Ceniarth's bumper year of $90m dollars of commitments. This impact report is well worth reading for anyone interested in the impact investing (and particularly the impact-first impact investing) movement. I would particularly draw attention to page 15 (10 lessons from 10 years) - it would take two of me to agree with them more. #socialinvestment #impactinvestment

We’ve recently launched our ‘DFM with a difference’ video series, where members of our Discretionary Fund Management team speak to colleagues from across the firm about how our more specialised services can help you to better serve your clients.   In this episode, Portfolio Manager, Stuart Ellis, is joined by Martin Heale and Janette Saxer, who lead the Schroders Wealth US team, to discuss the investment challenges faced by those with US tax reporting requirements.    Watch the full episode here: https://lnkd.in/d53xgDnh   When investing, your capital is at risk.   #wealthmanagement #dfm #privateclient

Katy Thorneycroft, Managing Director & CIO of Multi-Asset Solutions at J.P. Morgan, is answering questions on the floor on how investors can structure portfolios to leverage global trends. Moderated by Claire Simpson, Head of Investments at JANA Investment Advisers, this session delved deep into multi-asset implementation, balancing long-term strategic themes with near-term market dynamics. #JANAAnnualConference #Investments #MultiAsset #GlobalTrends #JPmorgan #InvestmentAdvisers

What are the big questions for multi-asset investors right now? Don’t miss our panel of experts in discussing what your clients are asking. Register now: https://bit.ly/48q9wV1 #MultiAsset #Webcast #ItTakesAvivaInvestors

Watch David Harrison, CFA, fund manager of the #RathboneGreenbankGlobalSustainabilityFund, on the latest Asset TV UK Masterclass. David and co-panellists discuss the future of #SustainableInvesting and more... 🔗 Watch here: https://lnkd.in/es4mNj6A #RathbonesAssetManagement #ATVMasterclass

JT Capital Strategic Income Fund: Our Unfair Advantage 4 of 5 of our unfair advantages Our Niche - Reduced Competition We invest $3 to $7M in institutional assets and have access to the same deals as large institutional funds such as BlackRock and Blackstone, but they don’t compete with us as their minimum check size is $10 to $20M, and have a 6 month process to procure. We have carved out our blue ocean, making our competition irrelevant. #niche #competition #passiveincome #finance #marketinsight #institutionaldeals #riskmanagement #realestate