Why most investors are looking in the wrong places - Frank Thormann | Schroders

Look for companies with a "positive growth gap".

That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.

Using plenty of real stock examples, we unpack Frank's process to understand:

What he means by 'positive growth gaps'

How he identifies moments where sentiment and business reality diverge

Managing position sizes and portfolio construction

Frank's contrarian view on AI and where he sees opportunity

What we're missing by not focusing on Europe

How changing holding times create opportunities for patient investors

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Thank you to Schroders for sponsoring…

The skinny

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