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
Nick Train
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Nick Train on Diageo’s mission to take tequila around the world
Finsbury Growth & Income manager said the holding’s ‘blue-sky’ goals are achievable despite recent share price slump
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Lindsell Train trust halts underperformance
Outperformed in FY23 after trailing the MSCI World for two consecutive years
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Investment trust sector no longer ‘male and stale’
Investec’s Skin in the Game report found progress in gender diversity on trust boards and increased personal stakes by trust management
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Hargreaves Lansdown drags on FGIT performance
As Nick Train’s trust hugged its FTSE All-Share benchmark during H1
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Lindsell Train welcomes Bill Gates and Warren Buffett buying trust’s stocks
Nick Train says recent share purchases in Heineken and Diageo are a good sign
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Nick Train laments ‘particularly galling’ Diageo drag on FGT
Especially as he has been ‘evangelising’ the drinks giants ‘to anyone who will listen’
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Nick Train: LTIT ‘well-placed’ to exploit tech recovery
A tough year ended on a high note, with the trust trading at a modest premium
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Nick Train: Returns will keep confounding consensus
But the Finsbury Growth and Income manager says there remains a case for looking at UK companies ‘constructively’
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Nick Train laments woeful wealth management share price performance
Finsbury Growth & Income manager namechecked Hargreaves Lansdown and Schroders as main offenders
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Nick Train admits his ‘native optimism’ is getting harder to maintain
As Lindsell Train Limited weighs on LTIT
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Finsbury Growth and Income recruits former Brewin non-exec
Pars Purewal’s 38-year career also includes a stint on the board at Federated Hermes
