Below are notes from meetings with fund managers, or representatives of fund management houses. We are happy to share our notes but these are not a recommendation. Advice should be sought before any investment is made into the fund, and any shares that have been mentioned in the notes. These are purely for information, and will form part of our overall investment process. We may invest in some of the funds we have listed below.
These are notes from meetings in 2020. To view meetings from 2012 – 2019 click here
To view meetings from 2012 – 2019 click here
*These updates have been written at the time of the Coronavirus Pandemic, in 2020 which has impacted the global financial markets in a way that has never been seen before. Some of them were written at the very start, whereas others were written during the crisis so they will contain differing views as time progressed.