In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, leads a panel discussion on the role of global equities in institutional portfolio construction. Equity practitioners discuss their investment philosophy, research process and idea generation for stock selection.

Highlights

• The scalability of stock markets and real estate markets compared to private markets
• How to find companies worthy of a large position in the portfolio
• Understanding sustainable competitive advantage, looking at sectors with secular tailwinds and confirming good capital allocation
• The growth versus value debate
• Using past research and understanding of a business to act quickly when market opportunities arise
• An analysis of short-term and long-term perspectives of global equity markets

Episode Resources

• Connect with Catholic Investment Services
• https://catholicinvest.org/about-us/
• https://catholicinvest.org/about-us/#board-of-trustees
• https://catholicinvest.org/contact-us/