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

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].

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.