Exclusive: Nick Train Explains 'Mortifying' Underperformance

Рет қаралды 3,273

4 ай бұрын

Finsbury Growth & Income trust's Nick Train sits down with Sunniva Kolostyak to discuss underperformance, AI, and the benefit of hindsight
www.morningstar.co.uk
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#NickTrain #exclusive #investing #FGT #LindsellTrain #Underperformance #Analysis #AI

Пікірлер: 16

@momen78699 4 ай бұрын

I liked this video, do more like this please!

@user-hp6ls8qy6d 4 күн бұрын

This is why I stick with index funds but fair play to Nick Train for talking about this. You don't normally see fund managers doing interviews when things are going badly.

@cryoweb7656 4 ай бұрын

Thank you both! I really enjoyed hearing Nick's take on the portfolio. And it absolutely resonates with me. Wonderful to hear a PM espouse their views with real passion. Im in! Thank you Nick.🙏

@highestranked 3 ай бұрын

Last point is rarely ever made.

@Car-guy307 Ай бұрын

When you have such a lovely accent you can almost get away with anything 😂

@seeriktus Ай бұрын

No oil, I'm out. Since 2022 most of my gains have been made on oil and gold. We're in a war for currencies and inflation, nothing that he's doing makes any sense.

@SolarEclipse007 Ай бұрын

so Nick buys into Rightmove after Smithson sells out????

@I-am-not-a-number 4 ай бұрын

Finsbury Growth & Income Trust plc has made nothing for its investors in the last three years. You might as well have put your money on deposit.

@mozyrevo 4 ай бұрын

true but you wouldnt have made that choice 3 years ago with 0% interest

@ryann8348 4 ай бұрын

A big warning against active management

@rajibear77 4 ай бұрын

You really have to believe in a strategy that is trying to identify companies that will compound in value over time. This is what Nick Train is trying to do. The problem is the share prices wont go up in a straight line in all periods. The important part is the manager confident the operational performance and the prospects of the company improving. That is in the realm of being a business analyst rather than a trader of shares. If you believe in concentrated compounding vehicles then FGT is an option.