How to construct a portfolio using 3 segments

Livewire Exclusive

Livewire Markets

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio Manager, Pengana International Equities, walks investors through his process for portfolio construction, and explains how it enables consistent and stable returns to be achieved over the long term.

Cvetanovski provides examples of stocks that meet the criteria for his three investment universe segments or ‘buckets’, which range from ‘core’ businesses such as a US-based boiler maker, through to ‘cyclical’ investments in the Swedish industrials sector, and ‘opportunistic’ plays such as a Chinese hotel group.

Watch the video below to learn how a stable core portfolio of stocks, that have shown consistent growth over a number of years, alongside two other ‘buckets’ of cyclical and opportunistic stocks, can help investors achieve stability, consistent returns and an ‘extra boost’ in performance.

Access growing companies at compelling valuations

Jordan aims to provide exposure to a diversified portfolio of highly cash-generative and growing global companies purchased at compelling valuations. The portfolio is created from the 30-50 stock ideas that work best together, rather than just the 30-50 best ideas. To find out more click 'contact' below. 

2 topics

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Please sign in to comment on this wire.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter