2 results found
Markets Investing

2007 Due Diligence Forum: Intangibles that create the competitive edge

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...

Callum Burns
Strategies

How much to int'l equities in 2004? The bolder view

US company profits are growing and in a way that is relatively sustainable, contended Callum Burns, head of global asset allocation at BT Funds Management, at December's Portfolio Construction Forum Researchers' Roundtable. For this and other reasons, Burns supported an overweight allocation to international equities for 2004. Here are images of Callum's presentation slides, with full notes...

Callum Burns