Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including:
00:00 His approach to investing & YTD performance
02:40 Why no exposure to UK banks?
04:15 Smith+Nephew
09:45 Haleon
14:00 Unilever
22:00 Hargreaves Lansdown
27:35 Diageo
34:05 Smiths Group plc
40:40 Anglo American
45:50 Whitbread
51:45 SSP Group plc
55:05 National Grid
59:40 Ashtead Group Plc
65:00 IMI
67:50 LSEG (London Stock Exchange Group) & valuation
76:55 Conduit Holdings
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.