The Mid Wynd International Investment Trust looks to grow real wealth by investing in a portfolio of high-quality, global equities. Managed by Simon Edelsten and Alex Illingworth, the trust invests across numerous themes, such as automation; online services; scientific equipment; healthcare costs; and Fintech, with each one not only having a promising five-year growth trajectory but also including some of the best quality growth companies available. Investments are made if the team believes the market is not recognising the long-term growth potential of a stock, with the final portfolio consisting of between 55-70 companies.
Read more about Mid Wynd International Investment Trust
What’s covered in this podcast:
- How changing trends in society help the managers spot long-term growth industries they want to invest in [0:16]
- How the team review these themes and adjust if the world around them changes [1:52]
- The role of automation in both worker and energy efficiency [3:26]
- Why managed care companies are the gatekeepers when it comes to reducing costs in healthcare [5:09]
- Why scientific testing companies are playing a much bigger role in healthcare than they ever have before [6:30]
- Why they are happy to invest in Pfizer but avoid other large pharmaceutical companies [7:32]
- The managers explain which warning signs were a catalyst for them to start selling all their holdings in China [10:50]
- Finding new opportunities in the ESG space [13:38]
- Simon tell us why the best returns from wind farms have already been made [15:25]
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