In July 2015, the Intelligent Investor Equity Income and Equity Growth Portfolios were launched as Separately Managed Accounts (SMAs). On their third birthday, we take an in-depth look at the portfolios.
Join Head of Research, James Carlisle, and Deputy Head of Research, Gaurav Sodhi, for this live Q&A as they reflect on the history of the portfolios and explore possible opportunities for the future.
Topics covered include:
- The benefits and features of each portfolio
- Some of the holdings and why we purchased them
- A look at what the future holds
- Plus have your questions answered