Zehrid ‘Zed’ Osmani, manager of the Martin Currie Global Portfolio Trust, elaborates on his three-step investment process that ensures only the most promising companies make it into the portfolio, before diving into the significant themes driving this strategy, including demographic changes, future technology, and resource scarcity. Additionally, Zed provides insights into the valuations of industry giants Nvidia and Mastercard, and touches on the implications of interest rate changes on quality growth companies.

What’s covered in this episode:

Three-step process to building a high-conviction portfolio
The trust’s valuation framework
The three megatrends targeted in this trust
The benefit of thematic investing
Targeting seismic thematic shifts, for example, an aging population
Why the market is underestimating the AI opportunity
The cross-section of AI and the stated megatrends
The “techno-industrial revolution”
The investment case for Atlas Copco
How to evaluate a company like NVIDIA
The investment case for long-term holding Mastercard
Do macro changes influence underlying holdings?

More about the fund:

Zed has shown himself to be an excellent manager of high-conviction strategies. This trust has the ability to tap into a series of long-term themes – such as the rise of electric vehicles, growth of the emerging market middle class and the onset of artificial intelligence - which have the potential to deliver strong outperformance for investors. The highly-driven research approach has proven to be extremely successful over the longer term across a range of portfolios.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.