FGT is one of the UK’s largest investment trusts, with a long-track record of delivering market beating returns from a concentrated portfolio of predominately UK equities. Its manager Nick Train is well known for his conviction approach – buying high-quality, income generating companies and holding them for the long-term.
In this interview, Mr Train explains the thinking behind the company’s investment approach, how it has stood up to the challenges of a difficult year and why he remains confident in the long-term growth prospects of his investee companies. In particular, he points to the significant opportunities still to be unlocked as more companies turn to digital technologies and emerging markets to power their next phase of growth and keep dividends flowing.
