Ninety One will point to quality assets for long-term investments in its presentation at the VIII Funds Society Investment Summit in Palm Beach.
“Ninety One’s Quality strategy aims to achieve long-term outperformance primarily through investment in a concentrated number of high quality, attractively valued, well-run companies that have strong balance sheets and dominant market positioning,” according the firm information.
“Why Invest in Quality in Challenging Times?” will be presented by Bradley George, Investment Director, October 5-7 at the PGA National Resort in Palm Beach.
The strategy seeks out and continues to hold stocks in companies that we believe are more immune to global economic cycles, Ninety One says.
“Historically, Quality companies have provided out-performance fueled by strong balance sheets and pricing power with low economic sensitivity, providing resilient cash flows,” adds the firm.
George will be assist by Joaquin Prandi and Mayra Cruz.
Bradley George
Is an Investment Director for Equities at Ninety One. In this capacity, he is responsible for articulating the investment philosophy, process, strategy and performance of Ninety One’s Quality and ESG strategies to Institutions and Advisors across North America. George joined Ninety One in 2006 as Head of the Natural Resources investment team and served as lead Portfolio Manager for 10 years. His significant asset class and investment experience span 23+ years