It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Innehåll tillhandahållet av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Adam Schwartz on Intelligent Investing and China
MP3•Episod hem
Manage episode 309817123 series 3037959
Innehåll tillhandahållet av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Adam Schwartz is a Senior Managing Director of First Manhattan. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family and charitable trusts. Adam is a value-oriented, long-term investor who is focused on preserving, sustaining, and growing his clients’ capital. Adam tends to invest in companies that are led by seasoned management teams that have a proven track record of generating attractive returns. He is also drawn to companies that are undervalued but operate in an industry with a high barrier to entry. Before making an investment, Adam thoroughly and meticulously evaluates each company’s fundamental business, looking primarily, though not exclusively, at its cash flow, rates of return, profit margins, competition, and above all, potential for growth. In addition to his work as a Portfolio Manager, Adam played a lead role in establishing the FM First Hong Kong Funds—First Manhattan’s China-focused investment vehicles. He travels to China regularly and works closely with his China-based Fund partners on company research, portfolio management, and due diligence.
…
continue reading
14 episoder
MP3•Episod hem
Manage episode 309817123 series 3037959
Innehåll tillhandahållet av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Latticework Podcast, presented by MOI Global, The Latticework Podcast, and Presented by MOI Global eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Adam Schwartz is a Senior Managing Director of First Manhattan. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family and charitable trusts. Adam is a value-oriented, long-term investor who is focused on preserving, sustaining, and growing his clients’ capital. Adam tends to invest in companies that are led by seasoned management teams that have a proven track record of generating attractive returns. He is also drawn to companies that are undervalued but operate in an industry with a high barrier to entry. Before making an investment, Adam thoroughly and meticulously evaluates each company’s fundamental business, looking primarily, though not exclusively, at its cash flow, rates of return, profit margins, competition, and above all, potential for growth. In addition to his work as a Portfolio Manager, Adam played a lead role in establishing the FM First Hong Kong Funds—First Manhattan’s China-focused investment vehicles. He travels to China regularly and works closely with his China-based Fund partners on company research, portfolio management, and due diligence.
…
continue reading
14 episoder
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