Investing in the UK: how to “get it right”

Staci West 10/08/2020

Richard Penny, manager of TM CRUX UK Special Situations, tell us about the fund’s two main buckets: rising stars and fallen angels [1:21] alongside new growth opportunities he’s found over the last few months [0:22]. With a focus on medium and smaller companies, Richard touches on the performance of smaller companies and micro-cap holdings [4:30] and how he “gets it right” more often than not [5:50]. Richard also talks about his particular speciality in researching life sciences and technology companies. Lastly, we touch on his outlook for the rest of the year and whether Brexit will factor into investors’ decisions [7:00].

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