Events > Advisers Big Day Out > 2022
From tailwinds to headwinds, the importance of portfolio design
Thursday, 4 August 2022
Luis Sarmiento
Division Director - Investment Specialist, Macquarie Professional Series
Macquarie Asset Management Ltd

From tailwinds to headwinds, the importance of portfolio design

  • Origins of the franchise investment approach
  • Lessons from markets and toolkit evolution
  • The franchise alpha cycle since 1996

 
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