Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Callum Burns
Portfolio Manager
SG Hiscock & Co, brought to by Equity Trustees

Due Diligence Forum summary

This session explains how companies that have a sustainable competitive edge, having created this by owning or operating assets that are difficult to replicate, can deliver superior returns over time. The key intangible assets they possess include brands, licenses, patents and logistical capabilities which produce captive client bases. These key assets enable companies to entrench their products/services in the marketplace.

The session explores how to identify these companies and measure what is a reasonable price to pay for them and how these companies can be accessed for effective portfolio construction.