Investor Insights Podcast #69 – Guy Anderson, Portfolio Manager, Mercantile Investment Trust

Описание: Episode #69 features a discussion with Guy Anderson, managing director within the J.P. Morgan Asset Management International Equity Group, head of the UK Mid and Small Cap investment team and portfolio manager of the Mercantile Investment Trust (MRC-LON).

Episode timestamps:
00:00 Introduction
02:48 Speaker biography
03:58 Opening anecdote
07:40 Case studies of investment which exemplify the team’s approach
13:47 Current valuations
17:16 Insights from recent management meetings
20:56 Recent portfolio changes
22:48 Use of the investment trust structure
26:34 High conviction areas
29:38 Risk Summary

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’.

Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).