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UK Opportunities Fund Bulletin

Navigating dysfunctional markets: Michael Ulrich and Rachel Reutter provide their 6 month Fund update.

  • Rachel Reutter
  • Michael Ulrich
05 Jun 2019
View PDF   Download PDF  
View PDF   Download PDF  
  • Encouraging results from our holdings (Sage, Johnson Matthey and Smiths Group)
  • Christmas shopping followed by some sales – adding new names including Tesco, Johnson Matthey and Hays
  • Watch valuations, asset liquidity and the political trend towards protectionism and state regulation 
     

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