Active investing offers the chance to outperform through high quality portfolios that are relatively resilient.
The formula for resilient investing consists of two critical elements: pricing power and recurring revenues.
Owning high quality, resilient businesses helps us persevere through downturns.
Seeking to keep volatility within a pre-set range helps maintain a portfolio’s resilience over time.
Companies that diversify and localize their supply chains are likely to be more resilient investments.
Investment managers across a range of strategies describe how they seek to achieve active resilience in the portfolios they oversee.
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