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After a tough few years for UK investors, value investors, FTSE 100 companies and latterly a challenging period for JOHCM UK Dynamic Fund returns, Alex Savvides discusses the rapid changes now going on in the world of UK investing.
From within a market index full of ‘old-world’, long-established financial, energy, materials, pharma and telecom stocks, Alex discusses how these highly cash generative companies are being managed aggressively for change.
By fighting against the successive, sometimes existential, threats they might face, Alex believes that they have rebelled against their own extinction, becoming better, less challenged versions of themselves.
Disclaimer
For professional investors only. This is a marketing communication. Past performance is no guarantee of future performance. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. 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. Information on the rights of investors can be found here.
A quarterly update from the UK Dynamic team on the macro environment, portfolio performance and outlook.
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