Tarring reveals US financials opportunities

As a valuation-driven, fundamental, bottom-up stock-picker, Robinson has a clear style with his specific investment ideas varying dependant on where he feels we are in the cycle.

Tarring reveals US financials opportunities
Right now, his growth bias means financials make up nearly 25% of Baillie Gifford American as Robinson takes advantage of high quality companies run by strong management that are tarred with the same negative brush as those firms that struggled through the global financial crisis.
 
He explains how he diversifies this exposure by mixing up regionally-focused banks, specialist banks focussing on high net worth individuals in just four US cities alongside multinationals such as Berkshire Hathaway. 
 
To hear why he is a fan of Jack Daniels, please click here.

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