From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities

At last count, there are more than 55,000 publicly-listed companies across the globe. 

That is a wealth of opportunity in anyone's language and it begs the question, how on earth does anyone decide what and where to invest in? 

This is where the value of a fund manager really comes into play. Not only do fund managers each have an investment style that they pursue - whether it be growth, value, income, etc. - they also have a robust process for whittling down the plethora of available opportunities, to a portfolio of all-star stocks. 

It's no easy feat, either - as we all know. 

Fund managers need to have enough flexibility in their investment process to cater to changing market conditions and themes, but also be disciplined in their application of the process, to ensure they don't stray from their mandate, nor overreact when times are tough. 

To shed some light on this balancing act and to share some insights into their processes, host David Thornton was joined by Nikki Thomas, from Magellan and Adam Chandler from Claremont Global. 

Plus, they also outline the thesis on a high-conviction holding in their portfolios right now. 

Note: This episode was filmed on September 20, 2023.