In Episode #31 we spoke to Jonathan Tredgett who joined Findlay Park in 2011 and is a portfolio manager of the Findlay Park American Fund.
In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues.
00:00 Introduction
03:03 Guest bio and fund intro
04:30 Book recommendation
06:44 Evolution of the fund strategy
11:25 US election
14:52 Deglobalisation
19:42 Inflation and pricing power
24:11 The US consumer
26:58 Highest conviction area
30:28 Disclaimer
Please get in touch via investorinsights@killik.com for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.
This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).
