Index beating US opportunities and the importance of valuations

In this week’s show Cormac Weldon, manager of Artemis US Select Fund, explains how he outperforms the notoriously difficult to beat S&P 500 index and highlights some US companies that could benefit from the changing investment landscape. Mary McDougall looks at what LF Blue Whale Growth Fund’s manager was investing in when others were cautious and why he places such great importance on valuations.

Hosted on Acast. See acast.com/privacy for more information.

More from Investors' Chronicle

  1. 36:51British bargains & heritage brands: The Companies and Markets ShowApr 12, 2024
  2. 31:19‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVIApr 09, 2024
  3. 31:47Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show Apr 05, 2024
  4. 31:37Britain’s top-rated funds & Fevertree: The Companies and Markets ShowMar 28, 2024
  5. 41:24‘Cultural attitudes around investing need to change’: Lee and the ICMar 26, 2024
  6. 36:01Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets ShowMar 22, 2024
  7. 47:59'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fundMar 19, 2024
  8. 40:31The Isa Special 2024: The Companies and Markets ShowMar 15, 2024
  9. 45:14The Budget explained & the importance of dividends: The Companies and Markets ShowMar 08, 2024
  10. 39:07‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson InvestorsMar 05, 2024