Analyst Q&A: Income and Growth - A look at the Intelligent Investor Portfolios
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
View the live recording:
Frequently Asked Questions about this Article…
The Intelligent Investor Equity Income and Equity Growth Portfolios are Separately Managed Accounts (SMAs) launched in July 2015. They are designed to provide investors with opportunities for income and growth through carefully selected holdings.
Investing in the Intelligent Investor Portfolios offers benefits such as professional management, diversification, and the potential for both income and growth. These portfolios are managed by experienced researchers who carefully select holdings to align with investment goals.
The portfolios are managed by the Head of Research, James Carlisle, and Deputy Head of Research, Gaurav Sodhi. They bring expertise and experience to the management of these investment portfolios.
The portfolios include a variety of holdings selected for their potential to provide income and growth. The specific holdings are chosen based on thorough research and analysis by the management team.
Since their launch in July 2015, the Intelligent Investor Portfolios have been managed with a focus on achieving their investment objectives. The live Q&A session provides insights into their performance and future opportunities.
The management team is continuously exploring new opportunities to enhance the portfolios. This includes evaluating market trends and potential new holdings that align with the portfolios' income and growth objectives.
Yes, you can view the live recording of the Q&A session where James Carlisle and Gaurav Sodhi discuss the history, benefits, and future of the Intelligent Investor Portfolios.
You can participate in live Q&A sessions or view recordings to have your questions answered by the portfolio managers. These sessions provide valuable insights into the portfolios and their management.
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