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Core thoughts

In their latest update, Rachel Reutter and Michael Ulrich focus on four topics that have been dominating their thoughts and actions over the last quarter.

  • Rachel Reutter
  • Michael Ulrich
13 Apr 2021
View PDF   Download PDF  
View PDF   Download PDF  

Inflation, Special Purpose Acquisition Companies (SPACs), ESG and valuation bubbles - the UK Opportunities team provide a quarterly update. 

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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