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Global equities, Porter’s Five Forces … and squid sandwiches

Global equities, Porter’s Five Forces … and squid sandwiches

Update: 2019-10-25

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This episode we’re talking to portfolio managers Dave Dudding and Scott Woods from the Global Equities desk. They take a deep dive into the world of global equities, both small and large cap; talk us through their investment philosophies; discuss the benefits of competitive moats; and why company visits are so important. We also get into their favourite books and films and a north/south London football rivalry ...

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Global equities, Porter’s Five Forces … and squid sandwiches

Global equities, Porter’s Five Forces … and squid sandwiches

Columbia Threadneedle Investments