claremont global

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.

Claremont Global's Bob Desmond believes investors should be ready to take advantage of opportunities should a pullback occur.

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it

Claremont Global’s investment process sounds easy but building a successful, concentrated global portfolio most certainly isn’t.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over high quality global names and each bring one of their own.

Plus, Desmond gives his thoughts on why NVIDIA may not be overpriced.

The market narrative seems to be backing away from recession and turning more bullish. So how are fundies positioning?