Wholesale clients: Thank you, Hong Hon, Manager of Global Equities at Lonsec Research, for an insightful interview with Portfolio Manager Peter Bates. Peter shared his exciting approach for a core portfolio that incorporates ideas across the style spectrum, designed to help investors thrive in any market environment. The views and opinions expressed in the interview are those of the Investment Professional as of the time of interview and do not constitute an investment advice or a recommendation. Any person should consider the appropriateness of the information before making a decision. #TRPAssociatesAustralia #LonsecResearch #Equity
We are delighted to announce T. Rowe Price Australia as our newest In the Spotlight partner. Hong Hon, CIMA®, Manager, Global Equities, Lonsec Research sat down with Peter Bates, portfolio manager of the Concentrated Global Equity Fund, to talk about how he came to start the fund, how he manages risk in a global, style-balanced fund of 35 stocks and how he leverages the insights from the global team of T. Rowe Price analysts to select the right stocks for the portfolio. This video is suitable for financial services professionals only and is available on the dedicated In the Spotlight website: https://bit.ly/49fnXMd