Brian Selmo - Beginning of the end
b'
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian provides an update of the portfolio\\u2019s performance over the quarter and some of the drivers of performance. He will also share insights into where the team is finding value and how they have positioned the Fund for permanent impairment of capital if there are further market downturns, while still participating in market upside to deliver on the Fund\\u2019s growth objectives through a full market cycle.
'