Fund Manager Chat: James Baker – Chelverton UK Equity Growth Fund

Investment Views
19 December 2017 Print article
James Baker Fund Manager

In this Thomson Reuters podcast, James Baker outlines the objectives and processes that underpin his fund. He discusses how his extensive sell-side experience provides a unique insight into his portfolio construction process and examines valuations of UK stocks.

Running Order

00:22   Outline your fund objective and process

01:29   What insights does your sell-side experience bring to your process ?

02:30   What is your outlook for UK corporate growth ?

03:40   How will your fund likely perform in this late-cycle environment ?

04:18   What are your views on the levels of UK equities valuations ?

05:10   How do you mitigate risk in your smaller companies exposure ?

06:10   What is your current portfolio positioning ?

07:30   Stock examples: Dotdigital and Games Workshop

09:55   What hasn't worked so well in the portfolio recently ?

11:20   What major challenges do you see for the UK market in 2018 ?


James is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on December 6, 2017.

Link to LipperAlphaInsight.com