Henderson Geneva: Investment Process & Portfolio Construction

In this latest video update, Scott Priebe, Portfolio Manager, provides an overview on Henderson Geneva’s investment process and portfolio construction. He explains the team’s threefold investment process for analyzing companies, which includes a bottom-up qualitative and quantitative assessment, complemented by a top-down economic and investment outlook. Priebe walks through portfolio construction from the initial position size to why the team would trim and or sell a company. Please note: There are no assurances that the investment objectives will be met.