

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...
This extremely concentrated US fund typically holds no more than 20 to 25 companies, ranging in size from the fairly small all the way through to the very large. The well-resourced team spend a lot of time on-the-ground in America and know every company in the portfolio inside out. The managers analyse stocks thinking what could go wrong as well as what could go right, and finding a correct entry point for investing is key to their philosophy.
Read more about Lazard US Equity Concentrated
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...