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302. The “once in a generation opportunity” in the UK market

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Manage episode 402230267 series 3011998
Contenido proporcionado por FundCalibre. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente FundCalibre o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This episode focuses on the UK market, highlighting the current generational opportunity and overall optimism despite recent challenges. Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund, shares insights into the fund's emphasis on mid-cap investments, citing attractive valuations resulting from years of negative sentiment. Simon also discusses the challenges faced during his takeover of the fund in February 2020 and concludes with reflections on the UK market, addressing perceptions versus reality and potential catalysts for positive market movement.

What’s covered in this episode:

  • The fund’s recent name change
  • Why mid-caps make up the primary focus of the portfolio
  • The valuation opportunity in the UK market
  • Stock example: WHSmith
  • A few FTSE 100 holdings within the fund
  • The yield target for the fund
  • The opportunities for dividend growth
  • Taking over a fund as Covid hit markets
  • The significance of a medium term view
  • Dividend recovery post-pandemic
  • The continued impact of the Brexit vote for UK equities
  • Recognising fundamental problems in UK markets
  • Where this fund sits in a wider portfolio for investors

More about the fund:

The VT Tyndall Unconstrained UK Income fund is a differentiated mid-cap-focused UK income option, offering a unique blend of dividend yield, growth potential, and diversification for investors. We applaud the fund's high active share and low active management charge. The fund has started well despite a difficult period for mid-cap stocks. We will be watching the fund closely in the future.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

  continue reading

331 episodios

Artwork
iconCompartir
 
Manage episode 402230267 series 3011998
Contenido proporcionado por FundCalibre. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente FundCalibre o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This episode focuses on the UK market, highlighting the current generational opportunity and overall optimism despite recent challenges. Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund, shares insights into the fund's emphasis on mid-cap investments, citing attractive valuations resulting from years of negative sentiment. Simon also discusses the challenges faced during his takeover of the fund in February 2020 and concludes with reflections on the UK market, addressing perceptions versus reality and potential catalysts for positive market movement.

What’s covered in this episode:

  • The fund’s recent name change
  • Why mid-caps make up the primary focus of the portfolio
  • The valuation opportunity in the UK market
  • Stock example: WHSmith
  • A few FTSE 100 holdings within the fund
  • The yield target for the fund
  • The opportunities for dividend growth
  • Taking over a fund as Covid hit markets
  • The significance of a medium term view
  • Dividend recovery post-pandemic
  • The continued impact of the Brexit vote for UK equities
  • Recognising fundamental problems in UK markets
  • Where this fund sits in a wider portfolio for investors

More about the fund:

The VT Tyndall Unconstrained UK Income fund is a differentiated mid-cap-focused UK income option, offering a unique blend of dividend yield, growth potential, and diversification for investors. We applaud the fund's high active share and low active management charge. The fund has started well despite a difficult period for mid-cap stocks. We will be watching the fund closely in the future.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

  continue reading

331 episodios

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