In this episode of Future Generation’s podcast, 2fold: Take Stock, 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 (ASX: FGG) 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.
Listen time 17 minutes
Read the transcript.
Available on all major streaming platforms:
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