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Jupiter launches global equities fund with US partner NZS Capital Unconstrained fund to hold 50-70 stocks Brad Slingerlend and Brinton Johns of NZS Capital Jupiter has launched a global equities fund to be managed by an investment team at its US partner NZS Capital. The Jupiter NZS Global Equity Growth Unconstrained fund SICAV will be managed by Brad Slingerlend and Brinton Johns, portfolio managers at NZS Capital. It will typically hold 50-70 stocks across two buckets, with resilient companies comprising 10-20 of these firms with a weighting greater than 2.5% for each holding, and optionality companies responsible for the remaining 30 to 50 names, each representing less than 1.5% of the portfolio.

Brinton johnsBrad slingerlendAndrew formicaJanus henderson global technologyEquity growth unconstrainedIndustrial ageInformation ageNon zero sumComplexity investingபிரிண்டன் ஜான்ஸ்ஆண்ட்ரூ ஃபார்‌மைகஜானஸ் ஹென்டர்சன் உலகளாவிய தொழில்நுட்பம்தொழில்துறை வாழ்நாள்தகவல் வாழ்நாள்