In Erickson's role overseeing the quality investing strategy at investing firm Ninety One, which manages $179 billion worth of assets, he focuses on assets that are resilient to fluctuating market conditions.
And although macroeconomic trends don't play a huge role in Erickson's investing strategy, these periods of market stress can presentFundamentals that weather fluctuating macro conditions Erickson also seeks out companies with durable and monetizable competitive advantages."That's led us more towards intangible assets and businesses that are built on intellectual property, which has a number of inherent protections to it," he explained.
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