20. Every little helps: a strategic investment in Tesco

Tesco has been under pressure from competitors Aldi and Lidl for sometime. But Richard Hallett, manager of Marlborough UK Multi-Cap Growth fund, believes its outlook is more positive in the short term. With every little helping in investment terms, he tells us why he is willing to take the chance on the company and explains why he tends to avoid oil and utilities firms in favour of e-commerce businesses like Boohoo and WorldPay.
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Marlborough UK Multi-Cap Growth takes an unconstrained approach. It invests in small, medium and large UK businesses that are leaders in their sector and that can grow regardless of the prevailing economic landscape. The team at Marlborough has a fantastic track record when it comes to stock-picking and this fund has the added benefit of the manager’s macroeconomic overlay which helps to add context.

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