Talk Investment with Mark Wenzel speaks to Nikki Thomas from Alphinity Global.
Alphinity Global have strong investment philosophy of buying undervalued companies that are about to enter an earnings upgrade cycle, believing that this will drive capital apprecation.
Nikki and I talk about how Alphinity are dealing with Covid 19 crisis, their strict investment screening to identify companies that will upgrade their earnings and their belief in face to face meetings with company management to confirm their investment case.
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