Matt Hudson is a portfolio manager at River Global Investors, and he joins us today to explain his company’s priorities, processes, and outlook for the year ahead. We learn about River Global’s business cycle framework, its multi-cap approach, how the company conducts its research, and the way it processes large volumes of information in today’s digital age. Matt then shares some information on what IR departments and other companies could be doing to get noticed by River Global, including the importance of consistency. Our guest also walks us through his company’s process for interacting with RNS statements, dealing with adjustments, and how it optimizes channels of communication with clients. To end, Matt shares his thoughts on the current state of the UK equity market and what he expects in 2024, how the industry is coping with an unprecedented high-number of outflows, what he thinks about current government interventions, and his parting words of advice.
