Bob Desmond

Focussing on the quality of a company and how it’s likely to perform is a key part of a high-conviction strategy, says fund manager Claremont Global. It’s also a useful strategy for investors who want access to the AI-fuelled tech phenomenon in the US without getting caught up in the noise.

The “decidedly subpar” investor experience with managed funds is often down to two factors – overstretched portfolios and human bias – that a high-conviction focus on quality stocks can help avoid, according to Claremont Global’s Bob Desmond.

Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world, Claremont Global’s Bob Desmond said at the Inside Network’s recent Investment Leaders Forum. It just requires thinking through the noise and understanding a company’s culture.