Nick Train: Investors are excessively pessimistic
Finsbury Growth & Income manager ponders lossmaking retailer which is ‘in theory’ an ‘enormous opportunity’
Finsbury Growth & Income manager ponders lossmaking retailer which is ‘in theory’ an ‘enormous opportunity’
|
|
Train loads up on more Fevertree as shares tank another 12%
|
|
Sharp falls took Fevertree, Hargreaves Lansdown and Schroders shares ‘back to multi-year lows’
|
|
Nick Train laments ‘no discernible reason’ for 6-8% drops in the trust’s biggest holdings
|
|
He says Finsbury Growth & Income holdings pack pricing power amid rising inflation
|
|
Rationale for Refinitiv deal looks ‘ever more compelling’
|
|
‘Steady dependability is often undervalued’ by investors too busy trying to find the next Tesla
|
|
Finsbury Growth & Income swept up in the January tech sell-off with Fevertree and Remy Cointreau nursing double digit falls
|
|
‘When you have outflows, you have to sell something!’
|
|
Finsbury Growth & Income singles out Rathbones as a strong play on the UK
|
|
Consumer goods giant’s shares are down 11% year to date as investors grow tired of its steady plodding
|
|
Finsbury Growth & Income Trust has this year delivered its weakest relative returns since 2007
|
|