Cover Image for The hidden engine of portfolio growth: Why the best portfolio is the one that keeps clients invested
Cover Image for The hidden engine of portfolio growth: Why the best portfolio is the one that keeps clients invested
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The hidden engine of portfolio growth: Why the best portfolio is the one that keeps clients invested

Hosted by Cinnabar
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About Event

​Most of the effort in long-term investing goes into choosing the right funds. It's the part that feels most like the job.

​But every fund worth owning will experience periods of significant decline, and that's often when investors get out. As a result, the return a client walks away with can look very different from the return the fund produced. The gap between those two numbers is investor behaviour.

​That changes how we should think about portfolio construction. Diversification and disciplined manager selection aren't just about improving performance. They shape how a portfolio feels to hold during difficult markets, and ultimately whether clients stay invested long enough to benefit from the recovery.

​In this quarterly webinar, our CEO and Founder, Alex Cook, explores why investor behaviour is one of the biggest drivers of long-term portfolio growth and unpacks how Cinnabar's investment philosophy is designed to build portfolios clients can stay invested in.

​You'll walk away with:

  • ​Why a fund's return and an investor's return are often two very different numbers.

  • ​How portfolio construction and diversification influence investor behaviour, not just performance.

  • ​A simple framework for explaining both concepts to clients.

  • ​What today's increasingly concentrated markets could mean for the portfolios you're building.

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