Maggie Finari

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233 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Maggie Finari’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Forget the Magnificent Seven. This Is What's Next. · 13 Jul 2026 podcast

So one of the companies we've been excited about and have written in our annual report is a European-listed company called Gelderma.

And this example speaks to a little bit about the way we utilize our network.

So Gelderma was a private company.

It was owned by EQT for a number of years.

This was a company that we had the opportunity to –

to get to know while it was a private company.

And then we were able to participate on the IPO because we are a permanent capital vehicle with a view being we are long-term investors.

We received a very good allocation on the IPO and we've been able to continue to build on that position over the last couple of years as we've gained increasingly more conviction in and around it.

And that's a little bit of the approach that we like to take with our public portfolio.

We see value in a lot of different places because what we've seen more recently is a very narrow market rally this year.

Markets are up, but it's really been in one or two sectors.

So call it energy, call it semiconductors.

And there have been a lot of overlooked areas of the market and more of those, as you refer to, in terms of more of those quality names.

and a few different areas of the market where you just haven't seen a big rally.

So from that perspective, there's been a lot more opportunity than the double-digit returns in some of the indices might otherwise suggest.

We do expect a broadening of the market to come through, and we think that you'll see a bit of the catch-up, similar to what we saw last year, where other markets like Europe had better returns than the U.S., as did emerging markets.

We are underway to the UK today, really, and we've seen other opportunities elsewhere.

Yeah, we've traditionally had a lower weighting toward bonds, really with that part of uncorrelated strategies really focused on hedge funds.

And again, that's really just the way that we look at the portfolio construction going back to resilience.

Our hedge fund program within uncorrelated strategies is really designed to be that cushion or ballast where

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