Vox Markets Fund Manager Series: Chris Rossbach of J. Stern & Co.
World Stars Global Equity Fund only invests in the very best stocks within the most attractive sectors. Find out here from Chris Rossbach, CIO at J. Stern, which opportunities currently look interesting.
Outlook for equities 00:00
Are valuations sensible? 02:30
Nvidia. 05:05
ASML. New position. 09:35
Meta/Facebook. 12:55
Salesforce. 15:35
Amazon. 19:05
Alphabet. 23:30
. 27:35
LVMH, Nestle & long term investing. 30:35
Roche & healthcare. 33:40
Tax benefits of fund investing. 37:35
Walt Disney & consumer resilience. 40:55
Importance of management. 47:55
Raytheon, defence & commercial aerospace. 49:25
Otis Worldwide. 55:15
Which sectors to avoid. 61:05
How to invest in the World Stars fund. 65:50
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.