4D podcast: explaining the country review process
Bennelong's Dave Whitby speaks with Greg Goodsell, 4D's Global Equity Strategist, about 4D's unique country review process - an integral part of the business's investment process - and its impact on the portfolio.
For more detail on our country review process, you can read our Global Matters article: Why country risk matters
Funds operated by this manager:4D Global Infrastructure Fund, 4D Emerging Markets Infrastructure Fund
The content contained in this article represents the opinions of the authors. The authors may hold either long or short positions in securities of various companies discussed in the article. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the authors to express their personal views on investing and for the entertainment of the reader.