Interactive Investor

Keith Ashworth-Lord: The Richard Hunter Interview

18th May 2021 09:03

Richard Hunter from interactive investor

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The manager of the CFP SDL UK Buffettology fund, which appears on our Super 60 rated list of investments, talks to us about the investment style, top stocks and new acquisitions.

This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: youtu.be/xDfUJe0esVI

Highlights

01:06  the fund's investment style explained
 
01:28 "We're looking to invest in businesses that we think are going to be around in much their present form for the next 10 to 20 years...the key thing we're looking for is what Warren Buffett would call an economic moat."
 
03:00 sector and geographic breakdowns for the UK Buffettology fund

05:19 top holdings

06:36 "Games Workshop (LSE:GAW) has sailed through the pandemic"

09:19 The Buffettology fund during the pandemic and portfolio changes

11:16 two new names added to the portfolio 

13:25 How many stocks are on the watchlist?

  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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