Securities CPD – Consistent Alpha, Every Cycle: The Power of Fundamental Stock Selection brought to you by Schroders

Ben Arnold, Global Equities Investment Director, will share insights into navigating diverse market environments through fundamental bottom-up stock selection. While markets have oscillated between growth and value regimes, momentum swings, and heightened volatility, our bottom-up research-driven approach has delivered consistent outperformance independent of market darlings or thematic plays. Through real-world examples from our global equity team, Ben will explore how disciplined bottom-up, fundamental research identifies opportunities that markets are missing. The session will examine the enduring principles behind successful stock picking in the context of today’s investment landscape, which is increasingly dominated by short-term thinking. Attendees will gain practical insights into active management techniques and proven investment principles that have consistently delivered alpha across different market conditions. This session will provide Securities CPD to help meet the ongoing education requirements. Click here to watch the recording and here for the slide deck.