Diversitification theory is one of the most pervasive investment strategies in the game. With the goal of minimizing the risk of one unfortunate event wiping out your client's entire portfolio, portfolio managers still need to take advantage of growth in other types of asset classes, industries, and geographies. In this episode of Frontier of Finance, James explores a strategy for geographical diversification using global equities. He’ll be sitting down with Michael Hughes, Senior Vice President and Client Portfolio Manager at GuardCap Asset Management, the UK-based firm that manages the BMO Concentrated Global Equity Fund. During their discussion, James and Michael explore the meaning of global equity from a Canadian perspective and the strategy behind the BMO Concentrated Global Equity Fund.