Global Equities Hub
Avago – Filtering the connection
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
Acuity Brands – Seeking bright performance in retail
A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.