11: Partnering for portfolio management

Unquote has partnered with Rutland Partners to record a special
podcast on tactics for superior portfolio management, and to get
the firm’s view of the current market.



Portfolio management has never been more vital following the
coronavirus crisis, with liquidity and balance sheets needing to
be catered for. Investors also need to consider fundamental
strategy shifts and acquisitions to prepare for the long-term
changes affected by the current environment. 



Partner Oliver Jones and David Wardrop discuss the potential for
new investment opportunities in a post covid-19 environment,
cautioning investors to make sure businesses show long-term
resiliency. The partners also talk about changing and evolving
valuations, as well as relationships with lenders, and provide
their top tips for best-in-class portfolio management, touching
on the digitalisation that has swept the globe.

0:00 – Intro
1:22 – Attractive valuations?
6:06 – Portfolio progress
14:35 – Digitalising for success



Unquote would like to thank Rutland Partners for sponsoring and
contributing to this episode of the podcast.



Theme music: 2012 Kick Up The Fire