What is the outlook for equities in 2021?
Without a doubt, 2020 has been an extraordinary year. After such an unpredictable year, it seems...
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].