This year’s Portfolio Construction Forum conference delivered 50+ high conviction ideas on how to manage the friction between short-term and long-term investing imperatives – and the portfolio construction decisions that must be made.

Sean Fenton, portfolio manager of the Tribeca Alpha Plus Fund, provided attendees his perspective on short-term versus long-term investing.

Click here to read Sean’s paper.

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GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.