Andy Gardner
Fundamental Equities
AMP Capital

In the final instalment of our thematic investing series, we explore why alpha is more obtainable when investing over the medium to long-term, the best bottom-up factors to use in order to capture it, and the importance of valuation when combined with quality, capital discipline and dividend.

This is the final paper in our series on thematic investing. In our first two papers, (‘Thematic investing – an alternative to benchmarks?’ and ‘Thematic investing – applications for alpha'), we looked at some of the limitations of investing in benchmarks, and described how thematic investing may be applied to help meet long-term investment objectives.

In this paper we discuss:

Read the full report here.

About the Author

Andy joined AMP Capital in February 2012 as a Portfolio Manager/Analyst within the Fundamental Equities team, and has more than 12 years’ investment experience in Europe and Asia Pacific as a senior buy and sell side equity analyst and strategist. Andy holds a Bachelor of Science in Economics (first class honours) from Kings College London, and is a CFA charterholder.

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