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
A tough year ended on a high note, with the trust trading at a modest premium
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But the Finsbury Growth and Income manager says there remains a case for looking at UK companies ‘constructively’
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Finsbury Growth & Income manager namechecked Hargreaves Lansdown and Schroders as main offenders
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As Lindsell Train Limited weighs on LTIT
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Pars Purewal’s 38-year career also includes a stint on the board at Federated Hermes
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Investment trust trailed its MSCI benchmark last month
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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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