Equity selection – how to identify winners and avoid a permanent loss of capital
Charity investment training webinar series
13 May 2021
Article last updated 24 July 2023.
A thorough investment process will help you identify future winners, as Sanjiv Tumkur and Euan MacDonald explain in this webinar. Avoiding a permanent loss of capital can never be guaranteed but a robust analysis of fundamentals will certainly stand you in good stead. Environmental, social and governance (ESG) factors should also be taken into account, as should any economic trends which may ultimately change the corporate landscape. As a fundamental variable in every investment decision, the triangle of risk is also discussed.
Click here to read our guide to accompany this webinar: Equity selection – a guide for charities
To find out more about Rathbones’ approach to equity selection please contact:
Natalie Yapp
