In conversation with Andy Headley, Veritas Asset ManagementFriday, 22 April 2022
How do fund managers identify high quality companies?
James Hart, Witan’s Investment Director speaks to Andy Headley, managing partner and head of global equities for Veritas Asset Management. Veritas is one of Witan’s core global managers and is responsible for investing 19% of our overall portfolio. Their key objective is to deliver long-term real returns, managing a concentrated global equity portfolio. In this video, James and Andy discuss what qualities Veritas looks for and the price they are prepared to pay for the companies in which they invest.