194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
1. From Dragons’ Den to Tinder we talk investing with James Thomson
Your host Sam Slator is joined by James Thomson, manager of Rathbone Global Opportunities fund to find out about the Dragons' Den of the investment world. What exactly makes a good investment process? James tells us what he looks for in good businesses and what effects politics have on the fund and his choices.
Can lightening strike twice? Can Trump be re-elected? Does Brexit really influence decisions? Find out the impacts these events have on a global fund [jump to 0:53]. Curious about the ‘ingredients’ that make up the infamous ‘secret sauce’ investment philosophy referenced by manager James Thomson? He discusses the qualities he looks for [jump to 2:26] and the characteristics that are a turn-off.
Rathbone Global Opportunities typically invests in under-the-radar companies, so why is Amazon its top holding? Find out from manager James Thomson [jump to 5:01] who invested in the e-commerce giant eight years ago.
Read more about Rathbone Global Opportunities fund
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