A meeting of manager minds - Truffle
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Learning: Knowledge
In this episode of A Meeting of Manager Minds, Msizi Msomi sits down with Saul Miller, Portfolio Manager at Truffle Asset Management. Saul, who co-manages both equity and multi-asset funds, shares insights into their investment process, from identifying opportunities through to portfolio construction. He also discusses his perspectives on artificial intelligence, as well as the opportunities and risks shaping today’s global markets.