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