In this Spring edition, we reflect on the Trust’s vibrant history as we sell off mineral rights that date back to the early 20th century America, to focus on a diversified portfolio of global equities.
We also look back at an abnormal year for value stocks, outlining why there is reason to be more optimistic in 2019, despite last year’s underperformance. In addition, Andrew Wellington, Lyrical Asset Management unveils his top value stock pick in his portfolio.
Plus, we look at how the Alliance Trust portfolio performed over the last quarter and which stocks have been bought and sold.
As part of our continuing series, we also shine a spotlight on equity managers; Andy Headley from Veritas Asset Management and Bill Kanko from Black Creek Investment Management. Not only will they be sharing their views on the market, they’ll also be discussing their unique investment strategies.
We hope you enjoy this latest edition of our quarterly newsletter and find it valuable.