EPISODE · Nov 3, 2025 · 19 MIN
Alpha beyond the Magnificent Seven
from The Ideas Exchange · host ASX
In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US. Visit our blog: https://www.asx.com.au/blog Follow us on: X - https://twitter.com/ASX LinkedIn - https://www.linkedin.com/company/asx/ YouTube - https://www.youtube.com/user/ASXLtd Instagram - https://www.instagram.com/asx__official/ Facebook - https://www.facebook.com/OfficialASX Explore our useful investment tools and resources https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor
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Alpha beyond the Magnificent Seven
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