The majority of investors are underweight the UK. The country has struggled through a decade of slow economic growth as it manages the legacy of Brexit and the FTSE 100 is full of companies that are seen as "ex-growth" or "old economy".
Which is why we were surprised to hear that Stephen Arnold of Aoris Investment Management is overweight the UK, with 5 of his 14 positions coming from this overlooked market.
So on today's episode of Basis Points we are joined by Stephen to unpack his thinking:
- What investors get wrong about the UK market
- Why UK stocks aren't tied to the UK macro story
- Stephen's philosophy on portfolio construction and his preference for concentrated portfolios
- A look at top contributors to Aoris' performance last year, including: Halma (LON: HLMA) and RELX (LON: REL)
- A deep dive on Compass Group (LON: CPG)
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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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Basis Points would not be possible without the support of our three launch partners:
- Orbis Investments - Invest differently
- Milford - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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