In March 2025 we were a guest on Rask Invest, speaking about how to select fund managers and build a portfolio.
We talked about a range of topics, including:
- An overview of Affluence Funds Management
- Special Situations and Small Cap Value
- Portfolio Construction 101
- Adapting Asset Allocation Over Time
- Strategic vs Tactical Allocation Explained
- Value vs Growth Style Bias
- How to Assess Value and Avoid Value Traps
- Global Outlook & Contrarian View
- Market Sentiment and “Smart Money” Behaviour
- Fund Manager Selection Framework
- Manager Due Diligence Process
- Fund Structure Preferences
- Views on Portfolio Concentration
- When to Sell or Redeem a Manager
You can view the recording below.
Affluence is committed to Investor education. If you would like to learn more about managed funds you can download our Guide to Managed Funds at the bottom of this page. The guide summarises the results of hundreds of hours of our work into less than 20 pages for you.
Our guide shows you the key criteria we use to find the best managed funds, why you might want to include managed funds in your portfolio and how to use managed funds to diversify your portfolio.
Let us Choose a Diversified Portfolio for you
Learn more about the Affluence Investment Fund
Learn more about Managed Funds
Download our Affluence Guide to Managed Funds
