Quick thinking from active minds
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.
![Mark Heslop Jupiter Fund Manager, European Growth](https://www.jupiteram.com/uploads/2021/01/d0ec4310320bed212ddb5571ef34c60c/mark_heslop_350x350.jpg)
![Jason Pidcock](https://www.jupiteram.com/uploads/2021/02/4ff70501e915e2f01d90dc86c791b5ac/jason_pidcock_850x800.jpg?v=1640781436)
![Brinton Johns Jupiter Investor, NZS](https://www.jupiteram.com/uploads/2021/05/b1e38dc08d1f328387869e0c23effb75/brinton-johns_350_350.jpg)
Latest Insights
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time - 5 min.
24.06.2024
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Read time - 4 min.
22.05.2024
Picks, Shovels and European Smaller Companies Investing
Picks, Shovels and European Smaller Companies Investing
Phil Macartney and Mark Heslop find a rich vein of opportunity in European smaller companies and discuss why it makes sense to supply picks and shovels in a gold rush.
Read time - 7 min.
03.05.2024
Talking Factsheet: European Equities strategy
Talking Factsheet: European Equities strategy
Mark Heslop and Mark Nichols give an overview of Jupiter’s European equities strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024