Richard sits down with Richard Penny, manager of the TM CRUX UK Special Situations Fund, to talk about the attraction of tech and non-Covid healthcare stocks, and how he builds resilience into the portfolio.
1:09 – a look at the fund’s objectives and investment style
2:15 – opportunities outside of the large-cap space
8:40 – the implications of a stock having dual listing in the UK and US
12:58 – themes and sectors of interest in the UK Special Situations Fund
15:13 – concerns around the possibility of rising inflation rates
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