投資するing in the best of British smaller companies can 支払う/賃金 off in the Covid 回復: Georgina Brittain on the INVESTING SHOW

  • 00.35 ? UK smaller companies in the coronavirus 衝突,墜落 and 回復?
  • 4.20 ? How to buy when the market is on sale?
  • 9 min? The 幅の広い and exciting 適切な時期s in 広大な/多数の/重要な British small companies?
  • 11 min ? Smaller companies and (株主への)配当s?
  • 24.45 ? Do you need to look away from 名簿(に載せる)/表(にあげる)d companies??
  • 在庫/株s the 信用 持つ/拘留するs: 12.15 ? 未来 | 16.25 ? Dunelm | 22.20 ? 戦略防衛構想?

‘We’re pretty excited by the 見通し for a lot of 推論する/理由s and literally at the moment we’re in sell to buy 方式,’ says Georgina Brittain, 経営者/支配人 of JP Morgan UK Smaller Companies 信用.

‘We have such a 名簿(に載せる)/表(にあげる) of things that we’d like to own, but we don’t want to sell anything and we don’t have any cash.

‘That is such an exciting place for a 基金 経営者/支配人 to be. You’re trying to find the thing that you’re most happy to sell but you don’t really want to. But you’ve got such other 広大な/多数の/重要な 適切な時期s.’

On this episode of the 投資するing Show, the UK smaller and medium-sized companies specialist joins Simon Lambert and Richard Hunter to discuss the 幅の広い 範囲 of 適切な時期s that she and her team are finding as the coronavirus 回復 gathers pace.

Georgina 会談 about three of the major holdings in the 信用’s 大臣の地位, 最高潮の場面ing the 多様制 of 広大な/多数の/重要な British small companies on 申し込む/申し出 to 投資家s: publisher 未来, homeware and furnishing 星/主役にする Dunelm, and life-sciences and healthcare specialist 戦略防衛構想, which she 述べるs as an acorn that has a buy and build growth 戦略 that could really 支払う/賃金 off.

The 基金 経営者/支配人 with more than two 10年間s’ experience also discussed how she and her team 扱うd the coronavirus 衝突,墜落 and the 回復する since.

She says: ‘I have managed money for almost 25 years. You think you’ve seen it all. You know that at times it’s stressful or very stressful. Last year was off the clock, is the only way to 述べる it ーに関して/ーの点でs of the 強調する/ストレス.’

Finally, with 投資 big hitters, such as Scottish Mortgage, 説 they need to look その上の afield for exciting young companies and ますます delve into the unlisted space, does Georgina still see 広大な/多数の/重要な 適切な時期s coming through?

She says that while you need to be incredibly careful, 支援 IPOs as a small cap 投資家 can 支払う/賃金 off ? and that the UK market has plenty of those coming through.

THE INVESTING SHOW

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