Unscripted: Ormala Krishnan of Mondrian Investment Partners
CIO of Small Cap Equities and Managing Partner Ormala Krishnan of Mondrian Investment Partners sits down with Mark Warren to discuss this asset manager’s value-centric investing, misconceptions of small-cap equities, and what makes international small-cap investments so compelling.
Unscripted: Rob Nicoski of Disciplined Growth Investors (DGI)
In this installment of our Unscripted Series, Rob Nicoski of Disciplined Growth Investors (DGI) sits down with Mark Warren to discuss DGI's philosophy of buying for long-term value, culture of open idea-generation and how they've "turned patience into an artform."
Unscripted: Lawrence Burns of Baillie Gifford
Lawrence Burns of Baillie Gifford, based in Edinburgh, Scotland, joins Mark Warren to discuss how Baillie seeks to identify the world’s most exceptional growth companies outside of the U.S., specifically focusing on companies driving large structural trends across the globe. As Lawrence says, “To make good long-term investments on behalf of your clients, you’ve got to be thinking about how the world is going to look in five, ten years’ time from now.”
Kempton Ingersol of Brown Capital Management
Meet Kempton Ingersol of Brown Capital Management, one of Wespath’s U.S. equities asset managers. In this video, Mark Warren sits down with Kempton to discuss the companies and themes that Kempton is excited about.
Unscripted: An Introduction
In our new video series, Mark Warren, Manager of Public Equities sits down with asset managers for one-on-one conversations. You’ll learn how their unique perspective and background influences the way they build investment portfolios. Get to know how Wespath works with asset managers in this inside look!
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