Beyond the benchmark https://nedgroupinvestments.com Global equity portfolios have rarely been more dependent on a narrow set of companies, themes and assumptions. The question is not whether AI is real or whether today's market leaders are good businesses. It is whether investors are becoming too dependent on a single outcome. In our new Beyond the Benchmark series, Brian Selmo, Co-Portfolio Manager and Director of Research for the Nedgroup Investments Contrarian Value Equity Fund and Nedgroup Investments Global Flexible Fund, shares how one of the industry's most experienced contrarian teams thinks about concentration risk, valuation discipline and finding opportunities away from the market's most crowded trades. Investing en Wed, 08 Jul 2026 14:31:40 +0200 Wed, 08 Jul 2026 14:50:09 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Nedgroup Investments no Yearly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p3690/logo_10076_20260708_143146_1400.jpeg Beyond the benchmark https://nedgroupinvestments.com Global equity portfolios have rarely been more dependent on a narrow set of companies, themes and assumptions. Nedgroup Investments episodic Nedgroup Investments nabilag@nedgroupinvestments.co.za false GB Ep 4: What can we learn from a company almost nobody is talking about? https://iono.fm/e/1694257 https://iono.fm/e/1694257 Investing Wed, 08 Jul 2026 14:50:00 +0200 0 0 Ep 4: What can we learn from a company almost nobody is talking about? 0 0 Nedgroup Investments full 8:22 Beyond the benchmark Ep 3: What is the index overlooking today? https://iono.fm/e/1694252 https://iono.fm/e/1694252 Investing Wed, 08 Jul 2026 14:40:00 +0200 0 0 Ep 3: What is the index overlooking today? 0 0 Nedgroup Investments full 4:58 Beyond the benchmark Ep 2: How do you value genuine innovation when outcomes are highly uncertain? https://iono.fm/e/1694248 https://iono.fm/e/1694248 Investing Wed, 08 Jul 2026 14:39:00 +0200 0 0 Ep 2: How do you value genuine innovation when outcomes are highly uncertain? 0 0 Nedgroup Investments full 9:26 Beyond the benchmark Ep 1: What happens when 40% of the market drives most index returns? https://iono.fm/e/1694244 https://iono.fm/e/1694244 Investing Wed, 08 Jul 2026 14:31:00 +0200 0 0 Ep 1: What happens when 40% of the market drives most index returns? 0 0 Nedgroup Investments full 7:22 Beyond the benchmark