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BT Investment Solutions and Belinda Wong, Wellington Management.
In this episode, Adam Deering from BT Investment Solutions explains the team’s approach to constructing international share multi manager portfolios. Adam is joined by Belinda Wong, equity research analyst with the Wellington Global Opportunistic Value team. Adam and the investment team recently increased their allocation to Wellington’s Global Opportunistic Value strategy. Belinda discusses how the Wellington Global Opportunistic Value team approach value investing, using their recent investment in Compass Group PLC as a case study. Belinda also provides insights into the recent earnings season and where the team is finding interesting opportunities.
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Accessing super via TPD or terminal illness conditions of release
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