Structural changes in focus when Liontrust’s Cadell speaks at London Roundtable

Patrick Cadell, fund manager of the Liontrust GF Global Strategic Equity Fund, will discuss the structural changes that he is seeking to exploit in the current investment environment, when he takes part in the Fund Selector Roundtable in London on 4 February.

Structural changes create market inefficiencies as behaviour changes in response to “status quo bias, myopia and risk aversion”, Cadell argues. In turn, this means many investors are slow to respond to changes, causing uncertainty and mispricing. Identifying the winners and losers from structural changes means that there is an opportunity to invest long or short, particularly in emerging markets.

Cadell joined Liontrust in 2015 from BMO Global Asset Management  Рformerly F&C Asset Management and Thames River Capital LLP. Before that he was at Nevsky Capital working on Asia equities across industry sectors.

 

ABOUT THE AUTHOR
Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 16 years he has been based in London writing about funds and investments . From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope.

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