Why now is the time to invest in US equities

Marty Flood, co-manager of Elite Rated Lazard US Equity Concentrated fund, talks to us about all things US, starting with what a Biden win means for investors [0:32] and the importance of the Senate race [1:32]. Marty explains how the fund is constructed [3:13], the influence of Warren Buffet at the fund’s inception [3:55] and why March presented a lot of trading opportunities [5:40].

Focusing on the fund’s holdings we discuss Alphabet [6:16] and the US tech industry [7:20], McDonald’s [10:00] and the funds largest holding, Medtronic [13:15]. We finish the interview discussing how this extremely concentrated US fund uses the market to determine stock weightings [14:14], the outlook for US markets [14:51] and why now is the time to invest in US equities [15:22].

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. 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. 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. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.