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In this episode, 4D’s Global Equity Strategist, Greg Goodsell, speaks with Bennelong Funds Management’s Dave Whitby about 4D’s unique country review process.

“We wanted to formally incorporate country risk assessment into our investment process. We can’t invest in a stock unless we’re first happy with the country from which that stock comes.”

This episode covers:
How Russia stacks up in 4D's country review process 
The origins and purpose of the country review process
The four-step process behind 4D’s traffic light system
Global recovery, growth and opportunities in an inflationary environment

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The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

In this episode, 4D’s Global Equity Strategist, Greg Goodsell, speaks with Bennelong Funds Management’s Dave Whitby about 4D’s unique country review process.
“We wanted to formally incorporate country risk assessment into our investment process. We can’t invest in a stock unless we’re first happy with the country from which that stock comes.”
This episode covers:
<ul>
<li>How Russia stacks up in 4D's country review process </li>
<li>The origins and purpose of the country review process</li>
<li>The four-step process behind 4D’s traffic light system</li>
<li>Global recovery, growth and opportunities in an inflationary environment</li>
</ul>
Thanks for listening. If you have any questions, or want to learn more, visit our <a href="https://www.bennelongfunds.com/">website</a>.
<a href="https://go.bennelongfunds.com/Subscription-Management-2020_Website.html">Subscribe </a>to receive regular insights.
The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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