Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)

About this episode

Jo Cornwell discusses how to select fund managers and identify potential risks in investments.

If you've ever wondered how the pros really pick fund managers, this episode is for you. This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group. Plus, we discuss the red flags advisers should look out for when backing funds. In this episode: 00:00 SMA Boom Explained 03:23 Assessing Fund Managers 09:02 Local vs Offshore Debate 11:58 Culture Drives Performance 13:56 Portfolio Construction Strategies 18:42 Navigating Market Volatility 22:38 Alignment and Growth Challenges 23:03 Building a 3-Asset Portfolio 25:13 Why Managed Accounts Matter 📈  Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM) This episode was recorded on the 8th of April ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the  Basis Points email Join the…

People in this episode

Guest: Jo Cornwell

Topics covered

• fund management
• investment strategies
• market volatility
• portfolio construction
• financial advice

Keywords

• fund managers
• investment funds
• managed accounts
• portfolio strategies
• market challenges

Mentioned in this episode

Organizations: Evidentia Group, Magellan Financial Group, Platinum Asset Management Limited

Products: ASX: MFG, ASX: PTM

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