A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio
Insights Into Wealth
English - May 10, 2023 04:00 - 22 minutes - 20.7 MBManagement Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Kevin Van Dyk, one of BULLWEALTH’s Managing Partner’s, and Jens Hensen, Managing Director and Chief Investment Officer at ValueInvest Asset Management, discuss the investment philosophy, process and strategy of ValueInvest’s Global Equity Portfolio. We have known Jens, and ValueInvest, for many years, as their global equity investment strategy is the defensive ballast in most of our client portfolios. Throughout today’s engaging discussion, Kevin and Jens explore how the ValueInvest team constructs investment portfolios and why their track record has been exemplary when global equity markets decline.