

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...
Goldman Sachs India Equity Portfolio’s objective is to capture the growth potential of the Indian economy. It is focused on investing in sound businesses of all sizes. Company meetings are a crucial part of the process, and the team never says no to a meeting, as it can always learn something about the industry, even if it has no intention of investing. Real cash flows are prioritised over paper profits and the managers only invest where they see the opportunity for a substantial gain.
Read more about Goldman Sachs India Equity Portfolio
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in...
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European...