Intergenerational Thinking with Aurellan

In this episode of Intergenerational Thinking, Rachel Weld sits down with Colleen Raab of Los Angeles Capital to explore a quant approach built around a simple but powerful idea: the best guide to future returns isn't past performance, it's where companies are headed next. They unpack how Los Angeles Capital's forward-looking, systematic process differs from traditional factor investing, how the strategy adapts as markets and company fundamentals shift, and what disciplined, data-driven investing means for those stewarding wealth across generations. Legal Disclosures The opinions referenced are as of the date of the publication and are subject to change without notice. This information is provided for informational and educational purposes only and does not constitute a solicitation for any product or service offered by Los Angeles Capital or any of its affiliates (the “Firm”). The views expressed herein are those of the individual. Statements regarding investment approach, process, or objectives are not guarantees and may not be achieved. Before embarking on any investment program, an investor should carefully consider the risks (including the risk of losing some or all of the invested capital) and suitability of a strategy based on their own investment objectives and financial position. Quantitative investing relies on data, hardware, and software for implementation of the investment process and its business operations. To the extent data is incorrect, not available or stale, or software/hardware does not function as planned, results could deviate from expectations, which may negatively affect investment performance. Refer to Item 8 of the Firm's ADV Part 2 Brochure for further information about risks at https://www.adviserinfo.sec.gov/Firm/119033. Market disruption can be caused by economic, financial or political events and factors. Such disruptions could lead to increased market volatility, reduced liquidity in the securities markets, or significant negative impacts on issuers and the securities markets. Applying responsible investment constraints or parameters limit the number of investment opportunities available, and as a result, portfolio investment returns may differ and even underperform portfolios that are not subject to such constraints or parameters. The Firm may incorporate artificial intelligence and quantitative tools within its research and investment process, including data analysis and model development. These tools are designed to assist investment professionals and are subject to human oversight and review. There can be no assurance that the use of such technologies will enhance investment decisions or lead to improved performance. Total Firm assets as of 31.5b as of 3/31/2026.

Aurellan Investment Principal Rachel Weld interviews Causeway Capital's Sarah Ketterer who talks about the up's and down's of value investing over the past 25 years that Causeway Capital has been in business. Causeway Capital is an underlying manager within the Aurellan Global Shares Fund. Aurellan Asset Management Limited is an investment manager of the Aurellan Global Shares Fund and Aurellan Hedged Global Shares Fund. The issuer and manager of these Funds is FundRock NZ Limited.

In this episode, Aurellan co-founder and CEO Chris Di Leva is interviewed by Anthony Edmonds. Chris and Anthony talk about Chris' path to Aurellan including learnings from his role as Portfolio Manager at Mercer and Head of Global and Multi Asset Investments at Harbour Asset Management.

Campbell Gower talks through building enduring brands such as Charlie's Juice, Mountain Buggy, phil&teds and talks about why he and the Gower Family Office have decided to back Aurellan Asset Management.