Once again we’ve gone behind the scenes to find out how LGIM’s investment teams manages funds. The Active Equities team places a major emphasis knowing the companies in which they’re invested inside and out. This could be anything from knowing how a company will respond to a competitor’s latest innovation to how their strategy will hold up for the next 10 or 30 years.

It’s all about building that conviction in the investment case and why corporate engagement and access to management is so important. I sat down with Shaunak Mazumder, Senior Fund Manager, and Matthew Courtnell, Equities Product Specialist, to talk more about how concentrated portfolios can be managed with a collaborative, sustainable and long-term mind-set.

Read the latest insights from the Active Equities team here: https://futureworldblog.lgim.com/asset-classes/equities/

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This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.