11: Partnering for portfolio management
Unquote has partnered with Rutland Partners to record a special podcast on tactics for superior portfolio management, and to get the firm’s view of the current market. Portfolio management has never been more vital following the coronavirus crisis, with liquidity and balance sheets needing to be catered for. Investors also need to consider fundamental strategy shifts and acquisitions to prepare for the long-term changes affected by the current environment. Partner Oliver Jones and David Wardrop discuss the potential for new investment opportunities in a post covid-19 environment, cautioning investors to make sure businesses show long-term resiliency. The partners also talk about changing and evolving valuations, as well as relationships with lenders, and provide their top tips for best-in-class portfolio management, touching on the digitalisation that has swept the globe. 0:00 – Intro 1:22 – Attractive valuations? 6:06 – Portfolio progress 14:35 – Digitalising for success Unquote would like to thank Rutland Partners for sponsoring and contributing to this episode of the podcast. Theme music: ©2012 Kick Up The Fire