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  – formerly F&C Asset Management and Thames River Capital LLP. Before that he was at Nevsky Capital working on Asia equities across industry sectors.


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