Volatility Brings Opportunity

Presented by

David Keir and Graham Campbell

About this talk

Those of us who have been through the Global Financial Crises of 2007-8 thought that we would not see a more severe economic downturn in our lifetimes: how wrong we were! When volatility increases, we tend to be more active and the quarter in review is no exception. There are many high-quality companies that currently have a sizeable difference between today's share price and their longer-term prospects. We have no confidence that market timing is a plausible strategy. However, we find current levels very attractive and have used the opportunity to top-up some existing holdings and added some new positions. During this webinar, we will discuss the recent portfolio upgrades and why we believe the fund is well positioned for the long term.

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