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Take Stock with John Coombe

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Manage episode 470926023 series 2898098
Content provided by Future Generation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Future Generation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics

Full transcript here

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 470926023 series 2898098
Content provided by Future Generation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Future Generation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics

Full transcript here

  continue reading

38 episodes

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