On the Thursday edition of the Morning Mail, David is joined by Evans and Partners Head of International Equities Stephen Arnold.
A number of companies within the International Focus Portfolio Stephen is responsible for have reported September quarter results. Stephen covers these results today, including the highlights for each company. Separately, Stephen discusses the ‘back testing’ he has done in keeping with his strong portfolio management disciplines: the “Power of Conservatism”.
Stephen’s International Focus portfolio is available via the Evans and Partners Managed Discretionary Offer – please talk to your adviser with any queries.
