|
By Simon Roberts, Head of Global Equities Team, BNP Paribas Investment Partners
"Our overall philosophy is that the economic returns a company generates and how those returns move over time will dictate how a stock will perform"
In February this year, BNP Paribas Investment Partners appointed Simon Roberts as Head of its Global Equities Team, joining three other senior portfolio managers who report to him, and the team has recently grown to six investment professionals. Seven months on, Simon speaks about his team's investment process and philosophy, and the advantages of operating as a relatively autonomous part of a top 25 global asset management organisation.
Simon, what are the main characteristics of...
|