In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
Hear more about Alphinity’s world tour:
Our five global portfolio managers met with over 130 companies in 14 cities and 8 countries. This video series highlights their insights and demonstrates how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
- Hitting the Road with Alphinity Global
- Part 1: European Industrials & Energy Trip with Chris Willcocks
- Part 2: US Healthcare Trip with Jonas Palmqvist
- Part 3: China & Consumer Luxury trip with Mary Manning
- Part 4: US Technology Trip with Trent Masters
- Part 5: European Financials & Consumer trip with Jeff Thomson
