We invite you to watch our latest video on FSiTV featuring Garry Laurence, portfolio manager of the Perpetual Global Share Fund.
In the video he explains the merits of a concentrated but cautious approach to investing in international share markets. Laurence says it's important to take big bets in your best ideas to generate the strongest possible performance from the businesses you best understand.
In the accompanying article Laurence highlights a handful of companies that he believes are going to deliver above benchmark performance over the coming years.
Laurence's insights will resonate with advisers who recognise the need to diversify client portfolios with global equity exposure and are looking for a manager with an established track record to do so.
You can view the article on your iPhone and iPad.