Interactive Investor

James Mee: The Richard Hunter Interview

22nd June 2021 09:15

Richard Hunter from interactive investor

Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022.


1:13 – introduction: strategy/objectives/investment style of the fund

2:42 – assets + geographical locations, investing in equities

5:33 – top holdings: Autoliv,  Coca-Cola, Diageo

7:39 – coping during the last year, new names to the portfolio, protecting capital

10:53 – position going forward, dealing with a volatile market and potentially high, but declining inflation going into 2022

13:51 – the view for the UK post-Covid

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