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