To watch Ben Byrom talking about how the Blue Chip Strategy performed in Q1 please press play below.
To watch Sam Corbet talking about how the Growth Strategy performed in Q1 please press play below.
To watch Sophie Yabsley talking about how the Balanced Strategy performed in Q1 please press play below.
To watch Alex Chambers talking about how the Cautious Strategy performed in Q1 please press play below.
To watch Mark Bousfield's overview of Quarter 1 please press play below.
To hear the Investment Management Team's thoughts on Q1 2017 please press play below!
"What could possibly go wrong?" What could possibly go right?" Watch the latest Ravenscroft Investment Management presentation here.
Equity markets have made a strong start to the year and this has been reflected in the performance of our investment strategies. Most notably, our Global Blue Chip portfolio rose by more than 8% over the quarter, benefitting from very strong returns in both consumer staple (which we often describe, simplistically, as “shopping trolley stocks”) and healthcare sectors. This is perhaps contrary to what was expected in the run-up to Trump taking the reins – and another indication of our poor ability to predict – although where he will take us next remains a mystery! A recent light-hearted tweet by investment manager Barry Ritholtz suggested an auto-format for Trump headlines as: “Trump, Citing No Evidence, Suggests _____ [something terrible]”.
Invest with Sam – Success Success, or rather the ability to measure success, is an interesting and complex topic. At Ravenscroft, as part of our ongoing research process, we meet a substantial number of fund managers. Unsurprisingly, we rarely encounter a manager who doesn’t believe their strategy is (or at least will be) successful. If, for a moment, we simplify things and interpret success…
Buy local - from hedge-veg to funds The importance of “buying local” has come back into vogue of late as people have begun to rebel against – amongst other things – the facelessness of large corporations and/or internet shopping. Gone are the days when lower price was the sole priority, people now place a higher value on service, relationship and, quite rightly, supporting one’s local…