It's good to talk: Taking comfort from company market calls

Companies show coronavirus resilience

clock • 4 min read

At times such as these, investors are often given the advice theatre producer Martin Gabel once pressed upon an actor who was over-gesticulating: "Don't just do something – stand there!"

But as an active investment manager, I am not sure I can remember ever being so busy. I would like to think that what I have been doing stands our investors in a better position.  Much of my time has been spent dialling into company market calls. I am interested in not just the companies we own but their competitors, as this gives us a broader picture. Editor's View from the Desk: #5 - Brutal end to the bull market as fund managers face a new reality These calls are organised by brokers and are open to professional investors. Sometimes companies organise them directly and then fina...

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