Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    IRLAB Therapeutics

    MCap

    SEK653m

    Last close

    SEK14.10

    ▲ 1.50 (11.90%)

    VolitionRx

    MCap

    USD51m

    Last close

    USD0.60

    ▲ 0.05 (9.82%)

    Portobello SpA

    MCap

    EUR12m

    Last close

    EUR2.38

    ▲ 0.20 (9.17%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Vantage: Sid Lall, Canaccord Genuity Wealth Management on his global mandate with CGWM Global Equity

Vantage: Sid Lall, Canaccord Genuity Wealth Management on his global mandate with CGWM Global Equity

Sid Lall has been working on the buy side for 17 years. He joined Hargreave Hale in 2007 to work with Giles Hargreave on the Marlborough Special Situations Fund. In February 2021, he started managing the CGWM Global Equity Fund, working with a team of three people. Sid starts the conversation by explaining how he became a fund manager, working with Giles Hargreave in the financial crisis and managing a bear market. He introduces the CGWM Global Equity Fund, explaining the investment philosophy and process, focusing on a diversified portfolio, balance sheet strength and cash flow generation, and meeting the management of some of the largest companies in the world. He illustrates this approach with three examples: Ferrari (RACE.MI), Shimano (7309.T) and Watches of Switzerland (WOSG.L).

< Previous
Next >

You may also be interested in these:

Consumer

Unlocking London’s hidden tunnels: Investing in a major underground tourist attraction
sharesoc pic

Investment Companies

ShareSoc webinar – The Biotech Growth Trust

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free