Beneath the bonnet: The case for L’Oréal, Salesforce and LVMH
Three fund managers share stocks that are making a difference
LVMH
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BlackRock appoints Alexandra Dangoor as Greater Europe co-portfolio manager
Dangoor to work alongside Stefan Gries
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Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise