Soul Patts has been preparing for ‘peak uncertainty’ for years. Now it’s ready to pounce
Chief executive Todd Barlow says the famously long-term investor is adopting a more dynamic approach in response to turbulent global markets.
Investment house Soul Patts has rarely veered from its long-term investing philosophy, but the ongoing conflict in the Middle East is for once forcing it to tune into the here and now.
“We’re not in a position to take a view on how long the war is going to last,” Soul Patts chief executive Todd Barlow told Capital Brief.
“We’re not short-term traders trying to predict what’s happening in the next day or week or month. But what’s happening is actually impactful to the longer term.”
Barlow said the company has seen its “busiest period ever” and is continuously monitoring events to reposition the portfolio.
