Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
Finsbury Growth & Income
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Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
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Nick Train’s FGT looks to renew buyback policy as discount remains stubborn
Trust has used 70% of its existing buyback authority since 23 January this year
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Nick Train: The one ‘obvious failing’ that’s been holding me back
The Finsbury Growth and Income manager reveals the glaring mistake he’s been making over the past decade
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Nick Train: UK market is ‘pregnant with value and opportunity’
Finsbury Growth & Income manager says the ‘breaks are running’ against his portfolio currently
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Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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Finsbury Growth & Income: Six UK ‘digital winners’ to benefit from AI megatrend
FGT’s Madeline Wright says the likes of RELX, Sage and Rightmove will be key beneficiaries
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Nick Train undecided on future of Manchester United holding following INEOS deal
Finsbury Growth manager had envisaged a full takeover of the club rather than a minority sale
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Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
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Nick Train: Snacking sector still in sweet spot despite consumers losing their appetites
The manager of the Finsbury Growth & Income Trust discusses performance struggles for Mondelez and Unilever holdings