Look for companies with a "positive growth gap".
That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.
Using plenty of real stock examples, we unpack Frank's process to understand:
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Thank you to Schroders for sponsoring this episode.
Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETF
Support from partners like Schroders helps us keep all of our content free.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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