TB Saracen UK Alpha Fund...Opportunity Knocks

Presented by

Scott McKenzie and David Clark, Co-Fund Managers

About this talk

As a result of the Brexit chaos, the UK equity market has become a pariah in the eyes of both domestic and international investors. A significant valuation gap is now emerging, particularly in UK-centric businesses. All of this has come at a time when investors globally have continued to covet growth over value and quality over cyclicality. Despite these ‘new paradigms’, we believe that valuation still matters. In this webcast we shall introduce the TB Saracen UK Alpha fund to a wider audience and outline why we feel the Fund is well placed to benefit from any changes to the current consensus . In an era where liquidity issues are becoming more and more relevant, we see the small fund size and flexible mandate as important differentiators for UK Alpha. Some of the key themes we will address include: - The extreme valuation opportunities now emerging in UK shares - The importance of a flexible and open approach to stock selection - The benefits of a focussed, ‘multicap’ portfolio with high active share

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