Altrinsic is a high-conviction, fundamental, value-oriented global equity manager. It searches developed and emerging markets to uncover companies with unrealised value. Altrinsic only pursues an investment after in-depth, bottom-up, fundamental research with a focus on longterm drivers of intrinsic value.
LATEST INVESTMENT REPORT
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16 Oct 2017
16 Oct 2017 - Altrinsic Global Advisers, Portfolio Specialist, Simon Blanchflower discusses value investing over the last 10 years, why it can be expected to perform better in a rising interest rate environment and the importance of stocks with little to no correlation risk.
10 Oct 2017
10 Oct 2017 - Altrinsic Global Advisers Portfolio Specialist, Simon Blanchflower, discusses the impact of big data on the automation of tasks, what this could mean for labour and industries expected to benefit.
21 Apr 2017
01 May 2017 - Altrinsic Global Advisers, Portfolio Specialist, Simon Blanchflower and MLC Global Equities Portfolio Manager, Myooran Mahaligam, discuss the value investing style, opportunities in Japan and why Nestle S.A. (VTX:NESN) is a favoured pick on the fund.
16 Mar 2016
16 Mar 2016 - Altrinsic Global Equities, Portfolio Specialist, Simon Blanchflower provides an update on fund, it’s sector and geographic spread.