Summary of the Session:
30 minutes of structured CPD
Agenda:
- Downing monthly income headlines
- An income solution using smaller companies
- Portfolio
- Portfolio characteristics
- Sector & market cap exposures
- Smaller company focus
- Income & growth approach + case studies
- Private equity process + case study
- Performance
Learning Objectives:
The learning objectives of this session are to:
- Gain awareness of the potential benefits of a differentiated approach to income and smaller companies
- Understand the opportunity presented by longer term performance versus short term valuation
- Understand the income and growth approach – drawing yield from different market opportunities
- Increase familiarity with Downing’s approach to the private equity process
- Gain an appreciation of the practical application and benefits by considering a number of case studies
Assessment:
Pass = 5 out of 7
Format:
Simply view the article below and login/register when you are ready to take the assessment.