Andrew Holliman and Richard Wilson explain the performance opportunity they see thanks to a combination of attractive valuations in COVID-19-affected businesses, world-class high growth companies continuing to execute, and the free cashflow compounders that form the spine of their portfolio continuing to deliver market-beating returns.

At a time when many investors are rightly nervous about extended valuations in parts of the market, they discuss why they retain their discipline in their approach to valuation, a part of the process that has held back performance over the past two years, but one which is expected to be a tailwind in the coming years.

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