

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...
TB Amati UK Smaller Companies fund is managed by a highly experienced trio of small cap specialists. The portfolio of 65-70 companies focuses on structural growth businesses, which the managers believe can add value in the under-researched small and mid-cap part of the market.
Valuation is important, and the managers love to buy cheap businesses when they can, but they think it is much more important to find the right companies first.
Read more about TB Amati UK Smaller Companies fund
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...