Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley

In this episode, Mansoor Narker, Senior Investment Analyst, sits down with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, for a candid discussion on quality investing and the discipline required to deliver real long-term returns. Together, they explore why a long term, inflation plus return lens is the right one despite recent style rotations, how quality is measured holistically within the Global Equity Fund, where stored performance potential may lie in the portfolio, and what investors should remember when noise is high and conviction is tested. Tune in to this incredible conversation to hear more about the power of discipline in investing.

The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful.

The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener.

All investments involve risks.

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Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast.