Specialisation, scarcity and staying power: Inside high-conviction investing
In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.
Tag: high conviction
The advantage of running a high conviction global fund out of Australia
Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn’t necessarily for those with a high conviction style.
Process over performance with high conviction: Claremont Global’s Bob Desmond
Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world, Claremont Global’s Bob Desmond said at the Inside Network’s recent Investment Leaders Forum. It just requires thinking through the noise and understanding a company’s culture.