Thanks to the crowd of over 400 investors who registered to watch last week’s Citywire virtual event with Guy Anderson of Mercantile (MRC) investment trust and for asking the fund manager such good questions!
Don’t worry if you missed it, you can watch the entire 54-minute recording here.
In his presentation ‘Great British Companies – from Crisis to Recovery’, Anderson sets out:
- why FTSE 250 UK ‘mid cap’ stocks have generated great long-term returns and dividends;
- how they should continue to do so as the UK and the world make a quick economic recovery from the coronavirus slump;
- some of the quality growth stocks he and co-manager Anthony Lynch have picked to capture the UK’s cyclical recovery and rebound from the unprecedented disruption of Covid-19.
Anderson is then quizzed on topics such as:
- the challenge of running the largest London-listed UK equity fund;
- the headwind from the recent revival of ‘value’ investing;
- are global stock markets too expensive and set to fall?’
- which of this year’s company flotations he bought and sold;
- why…
