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Client Portfolio Manager interview

Fund Manager - Fiona Harris
Fiona Harris

January 2014
US Equity Client Portfolio Manager Fiona Harris speaks about the key objectives, features, performance and outlook for the Trust.
Watch interview

Latest news

Sub-division of the Company’s shares (with effect from 6th March 2014)

Key features

  • The portfolio is a product of the investment team's bottom-up investment approach and disciplined portfolio construction.
  • Invests in companies that have a sustainable competitive advantage and are run by competent management teams who have a record of success and are good stewards of capital.
  • Focuses on owning equity stakes in businesses that trade at a discount to their intrinsic value.

Key risks

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