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Fund Manager Video Updates

Discretionary Fund Manager Commentary

Our discretionary fund manager (DFM) video updates below provide a valuable source of market insight from the portfolio managers.

They will assist you to quickly assimilate global market movements and learn how the managers have pro-actively positioned portfolios to maximise outcomes.

Use the following links If you would like to learn about our DFM partners.

Learn more about Discretionary Fund Management - click here

If you have questions or queries related to the content of the videos or would like to discuss how you could benefit from a DFM portfolio service we will be more than happy to discuss the options available to you.

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Momentum Harmony Funds

Alex Harvey CFA Portfolio Manager

Alex provides a detailed and insightful update to the progress of the Momentum Harmony portfolios and the various adjustments that have been made in the previous period.

Alex also provides his insights to what he believes the world will be like post-Brexit.

November 2019

Duration 7 minutes

TAM Asset Management

TAM Webinar - "It is not about timing the market but time in the market"

A great update from TAMs UK CIO, James Penny, outlining the mistakes investors often make trying to 'time the market'.

James also discusses the approach that TAM has employed to best protect client assets and what TAMs outlook and strategy is for the coming months.

Duration 38 minutes

TAM Asset Management

TAM Webinar - "The end of ESG Investing as we know it."

James Penny CIO of TAM Asset Management provides a compelling case for ESG investing post Covid-19.

James also outlines why he believes ESG will become the mainstream investment criteria for fund managers post pandemic and why companies will have to embrace ESG fundamentals.

Watch and listen carefully as the contents have far reaching implications.

Duration 37 minutes