In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, leads a panel discussion on the role of global equities in institutional portfolio construction. Equity practitioners discuss their investment philosophy, research process and idea generation for stock selection. Highlights The scalability of stock markets and real estate markets compared to private markets How to find companies worthy of a large position in the portfolio Understanding sustainable competitive advantage, looking at sectors with secular tailwinds and confirming good capital allocation The growth versus value debate Using past research and understanding of a business to act quickly when market opportunities arise An analysis of short-term and long-term perspectives of global equity markets Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/  

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