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STANLIB Asset Management | In conversation with the portfolio manager of the Global Select Fund

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Learning: Knowledge

STANLIB Asset Management's Head of Investments Mark Lovett speaks to Helge Skibeli, Portfolio Manager at J.P. Morgan Asset Management International Equity Group and one of the managers of the STANLIB Global Select Fund, about the key drivers behind the fund’s performance and drawdowns in 2025, the lessons learned and what was implemented in the portfolio. They explore the reasons the team is excited for the outlook and opportunity in 2026 and beyond.