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Connected Investor - The Brunner Investment Trust PLC PodcastAuthor: AllianzGI Investment Trusts
Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, its no longer enough to simply be a human investor being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected. Hosted on Acast. See acast.com/privacy for more information. Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Beyond the numbers: what makes a great investment?
Episode 31
Tuesday, 13 October, 2026
What makes a great investment? Is it the quality of the business, its potential to grow, or is it simply the price you pay… or a combination of all three?In this episode of Connected Investor, Brunner Investment Trust Portfolio Managers James Ashworth and Julian Bishop go behind the scenes of their stock-picking process to explore the three characteristics they look for in an investment: quality, growth and value.James and Julian discuss what gives a company a sustainable competitive advantage, why growth doesn't always translate into value creation and why value investing is about much more than simply buying stocks on low valuations. Using examples ranging from Apple and GE Aerospace to the airline industry, they explain why the strongest businesses can sometimes justify higher valuations, and why even a great company may not always represent a great investment.The conversation also explores how periods of uncertainty and market dislocation can create opportunities to find quality businesses at more attractive valuations, and why patience can be an important part of the investment process.Listen now for insights into how Brunner balances quality, growth and value when looking for long-term investment opportunities. Hosted on Acast. See acast.com/privacy for more information.
