In Conversation January 2024


Manager James Thomson discusses the drivers of his fund’s top-quartile performance last year and imparts lessons he’s learned from his 20-year career as lead manager. He pushes back on election scaremongering despite over half the world’s population going to the polls this year. Finally, he lays out the key battlegrounds for stock markets this year: the Magnificent Seven, inflation, soft landings and two scary risks.

For more information on the fund, click here.