3i Group, the £11bn private equity giant that recently regained its title as UK’s biggest investment trust, yesterday risked losing that status after its shares plunged 11%, a decline one analyst views excessive.
The extreme selloff in growth and technology stocks has wiped out the outperformance fund managers Stephen Paice and Moritz Sitte achieved after taking on the trust in 2019, but they remain confident their companies will grow when panic subsides.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies. Capital at risk.
James Hart, Witan’s Investment Director speaks to Andy Headley, managing partner and head of global equities for Veritas Asset Management. In this video, James and Andy discuss what qualities Veritas looks for and the price they are prepared to pay for the companies in which they invest.
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