Long-Term Investment Strategies
Kristian discusses the importance of focusing on long-term investment horizons, particularly in infrastructure and public markets. He highlights the value of investing alongside high-quality managers and the potential of a global quality strategy that emphasizes companies with enduring business models. With a portfolio of around 40 names, the approach aims to create a sustainable pipeline of opportunities that drive returns based on customer loyalty.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Kristian Fok – Australia’s CBUS Superannuation CIO (Capital Allocators, EP.66)
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