This month Anthony Doyle, Head of Investment Strategy at Firetrail joins Rory to discuss everything global equities and particularly, in light of the recent market volatility, they comment on what they are hearing from companies and highlight what investors need to keep in mind when investing in the current market conditions.

Anthony then explains Firetrail's high-conviction philosophy, and how their ESG-focused investment process helps to identify companies they believe will outperform the market over the long term. He emphasizes on the extensive bottom-up ground work they undergo before adding companies to a portfolio and reviews the strategy behind the new Firetrail S3 Global Opportunities Fund. He also takes us through a couple of ESG stock stories that the fund invests in and the investment thesis behind those investments. 

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