Welcome to our latest video as part of our Portfolio Perspectives series. Hear from Lipman Burgon & Partners CIO and managing partner Paul Burgon as he provides an inside view into prevalent market trends, investment management and the firm’s outlook.

In the intimate conversation, Paul offers a transparent look into our firm’s investment philosophy and portfolio and asset allocation considerations. Paul shares his insights into navigating risk and return and the emerging opportunities that can deliver portfolio outcomes.

He also touches on the long-term vision for the firm and the continued investment in critical capabilities as the team adapt to ever-changing client needs.

Watch the video below: