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The Zone: Your quarterly newsletter - Autumn edition

31 October 2024Insights, Managers, Performance, Education20 mins read

Alliance Witan

In the Autumn edition of your newsletter:

We look at how legacy Witan shareholders will find much is the same, but a little that’s different​.

We focus on stock picker ARGA and why China’s economic troubles are creating some interesting investment opportunities.

And we ask whether Japan’s flash-in-the-pan stock market rout has done much to change manager Dalton’s approach to investing in the land of the rising sun​

We also have three stock spotlight videos​:

  • Resort and casino operator Las Vegas Sands comes under the spotlight with ARGA's A. Rama Krishna.​
  • Mark Baribeau, newly appointed stock picker from investment house Jennison, gives his views on NVIDIA​
  • Tye Bousada, from EdgePoint – the most recent manager to join the Alliance Witan portfolio – looks at property management firm, JLL​

We hope you find this newsletter informative and valuable. If you’d like more information on the Trust, please visit alliancewitan.com or email investor@alliancewitan.com.