In the final podcast recorded at FundCalibre’s annual investment trust dinner, Peter Ewins, manager of BMO Global Smaller Companies investment trust gives us his thoughts on the US and UK elections, explains why Japanese funds dominate the portfolio’s top ten holdings, talks about the trusts’ exposure to gold mining equities and infrastructure projects around the world, and tells us what was discussed at the last board meeting.
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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
