Funds Fan: star fund manager bargain buys, and Smithson interview
In the latest episode, Kyle Caldwell and Sam Benstead detail how Terry Smith, Nick Train, and the managers of Scottish Mortgage have been playing the stock market sell-off, naming the shares they have been buying and selling. Sam also runs through his analysis of the big four wealth preservation investment trusts: Ruffer, Capital Gearing, Personal Assets and RIT Capital Partners.
Later, fund manager Simon Barnard of Smithson Investment Trust explains how he is approaching stock markets at the moment, and reveals what Terry Smith, who founded the investment firm behind the trust, is telling…
The skinny
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