Featuring: JP Morgan Global Growth & Income PLC.
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Click here for the PDF 'Leaning into the recovery and outperforming peers'
00:00 - Introduction
02:35 - Macro environment
06:16 - Global resources
08:22 - Strategic classsifications
12:53 - Sector & region positions
21:12 - Progression of the portfolio
27:50 - Long term performance track record
28:17 - Top 10 overweight positions
30:25 - Schneider Electric
31:18 - Amazon
32:30 - Summary
33:14 - Q&A session
Featuring: DIACEUTICS PLC.
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Featuring: STRATEGIC EQUITY CAPITAL PLC.
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Featuring: ERGOMED PLC.
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Featuring: BRITISH LAND COMPANY PLC.
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Featuring: WARPAINT LONDON PLC.
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Featuring: PHOENIX COPPER LIMITED.
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Featuring: TR EUROPEAN GROWTH TRUST PLC.
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Featuring: IMPAX ASSET MANAGEMENT GROUP PLC.
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Featuring: Taseko Mines Ltd.
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