13 May 2019

Hear the latest updates on portfolio performance & manager stock picks

 

Staying positive in a headwind

Andrew Wellington, one of Alliance Trust’s stock pickers, who runs New York-based Lyrical Asset Management, champions his approach to value investing which focuses on quality and “analysability”. Here he discusses the effects of headwinds and tailwinds, and his optimistic outlook for 2019.


Sustainability and sophistication

Gordon Marchand, one of Alliance Trust’s stock pickers, who is a founder of Connecticut-based Sustainable Growth Advisers, aims to deliver long-term growth to his clients. Here he shares insights on how macro-themes affect his stocks, how his portfolio has performed in 2018, and how he defines his investment style.

 

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