Jeffrey R. Erickson discusses Abbot Downing and the Abbot Downing Select Global 25. Mr. Erickson focuses on equities and fixed income using a core-beta satellite-alpha approach. This approach involves buying beta relatively inexpensively and using satellite managers to provide alpha. The portfolio is concentrated with the 25 best ideas and has low turnover to make it efficient in terms of taxes and fees. Currently, about 40% of the portfolio is outside of the U.S.; however, Mr. Erickson doesn’t just consider where a company is domiciled but also where their primary business is. Mr. Erickson looks for high-quality companies, which he defines as companies with a strong return on capital and with managers who are good stewards of that capital.
Full interview HERE.
Interview Highlights: J. Jeffrey Auxier of Auxier Asset Management on Investing Strategies
November 10, 2016
Interview Highlights: Albert Grosman of CrearBridge Investments on Investing Strategies
August 04, 2016
Interview Highlights: Aaron Garcia and Faraz Farzam of Broadview Advisors on Investing Strategies
August 04, 2016
Interview Highlights: Dan Davidowitz and Damon Ficklin of Polen Capital on Investing Strategies
August 05, 2016
Interview Highlights: Brian J. Frank of Frank Capital Partners on Investing Strategies
August 08, 2016
