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Active management: Aligning portfolios with client goals

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Samuel Cox Profile
Samuel Cox
Portfolio Manager

Insights By Samuel Cox

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Green Agricultural Landscape
Article
6 min
Equity Stewardship Global Active management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Putting long-term investing into context

Equity Portfolio Managers Yolanda Courtines and Sam Cox and Investment Specialist Fred Owens-Powell revisit the concept of long-term investing in an increasingly sentiment-driven market through two case studies.

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Multiple authors

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6 min
Article
2027-05-07
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
View of a graphene molecular nano technology structure on a blue background - 3d rendering
Article
7 min
Active management Equity Stewardship Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How stewardship can bring perspective amid uncertainty

Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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Multiple authors

event
7 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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