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Equity Mates Investing Podcast — Why most investors are looking in the wrong places - Frank Thormann | Schroders
Not scored yet35m·2025-09-25·Money

Why most investors are looking in the wrong places - Frank Thormann | Schroders

Equity Mates Investing Podcast

Look for companies with a "positive growth gap". That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand: What he means by 'positive growth gaps'How he identifies moments where sentiment and business reality…

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