The Value Perspective at the New York Quality Growth Conference

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May 12, 2025

Angela Wu from Artisan Partners highlights Shopify's pivotal role as a B2B e-commerce platform, addressing challenges entrepreneurs face like inventory management and returns. She discusses the growth potential enhanced by AI innovations, which could reshape online retail strategies. The conversation also dives into global investment opportunities, emphasizing the importance of diversifying portfolios beyond the U.S. market to capitalize on luxury brands and emerging market banks, fostering a deeper understanding of value versus quality investing.

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INSIGHT

Market Concentration Limits Active Management

Extreme market concentration has hurt active management over recent years.
Such extremes might eventually reverse, creating new opportunities for active investors.

INSIGHT

Quality Beyond Geographic Boundaries

The value in international investing lies in picking great companies globally, not just geographic exposure.
Combining U.S. and international investments builds a stronger, diversified portfolio.

INSIGHT

Forward-Looking Quality Investing

Forward-looking quality focuses on businesses improving over the next years, not just current quality.
Petrobras exemplifies this, having turned around to become highly profitable and free cash flow generative.

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We bring you this episode of the Value Perspective from the floor of the New York Quality Growth Conference. We relish the opportunity to reach across the proverbial aisle and chat with growth investors. We chat with returning guest Fabio Cecutto from Willis Towers Watson, David Souccar from Vontobel, Siddharth Jain from GQG Partners, Christopher Rossbach from J Stern, Stephen Pizenberg from Boyden, Stephen Clapham from Behind the Balance Sheet, James Bullock from Lindsell Train, Angela Wu from Artisan Partners, and Paula Robinson also from Willis Towers Watson. Enjoy!

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