Connecting with Rob Rohn & Andy Headley
Filmed in April 2021
Rob Rohn (Co-Founding Principal, Sustainable Growth Advisers) talks about top stock picks, particularly Danaher, which was added in the last quarter, alongside the recently added Mercado Libre based in South America, offering valuation opportunities for the fund in a volatile market environment.
Andy Headley (Head of Global Strategies, Veritas Asset Management) discusses how inflation is causing a shift from high-growth companies towards more value-orientated companies, making the likes of PayPal a more attractive future prospect.