Monthly Archives: May 2020

Welcome to edition 2, 2020

May 11, 2020

Welcome to the second issue of Illuminate for 2020. When I penned my letter for the read more

Free cashflow in the time of COVID-19 : Epoch Investment Partners

May 11, 2020

Bill Priest, executive chairman, co-CIO and portfolio manager at Epoch Investment Partners is a veteran investor read more

Liquidity versus impairment: Payden & Rygel

May 11, 2020

The current financial crisis is being compared to the GFC, but the team at Payden & read more

A Q&A with Nick Griffin: Munro Partners

May 11, 2020

Following a webinar earlier in April, GSFM’s Stephen Fletcher speaks to Munro Partners’ Nick Griffin – read more

The unique characteristics of listed infrastructure: Redpoint Investment Management

May 11, 2020

Last year GSFM acquired a 49 percent equity stake in Redpoint Investment Management, which specialises in read more

© GSFM 2020