Alternative sectors that could help to defend your portfolio | Four part sector series 

Please select which session(s) you would like to attend using the form below.

Our four-part autumn series focused on taking a deep dive into the alternative sectors we favour as a house is coming to a close. 

We have already covered digital infrastructure, renewable energy and social infrastructure. Our final session will cover the supermarket sector.

As a group, we seek exposure from a diversified range of sectors that have long-term opportunities with common characteristics that benefit from primarily being driven by favourable market dynamics and attractive fundamentals.

During the sessions, we will clearly define what is attractive about these sectors, and how we manage and grow our exposure to them.

Each session is expected to last 30 minutes and will be hosted by a TIME group sector specialist.

Catch up on the previous sessions here. 

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Which session(s) would you like to attend? Supermarkets | 10 November 2022 at 10am

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