Fund manager view: How important are face-to-face company meetings?

Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.

When it comes to extolling investment process, often fund managers cite the number of company management meetings as a mark of this. But, how important is this in reality? The short answer for us is that we do not consider meeting management as a top priority, and we certainly don't consider it a prerequisite for an investment. This is perhaps more true when we wear our income hats. Mundy's Moment: Great lessons from business failure and recovery When investing for growth or in newer or smaller cap companies, the impact, influence and capability of management will likely have great...