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.
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