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21/04/202111 mins

[Video] Alasdair McKinnon on Proactive Investors

During the interview, our Manager Alasdair McKinnon briefly covers the history of the trust and how it evolved into adopting a contrarian investment style as a way of delivering long-term returns for shareholders.

He then discusses the current market environment – after a year that saw a turbo-charge for ‘growth’, some stocks and themes have been overlooked. Among stocks that now look attractive from a contrarian viewpoint, Alasdair talks about reopening plays, including US restaurants chain Cheesecake Factory; an underappreciated opportunity for banks; and more.

Watch the full video here:

The video was filmed and first published by Proactive Investors in March 2021.

The information contained within is for educational and information purposes only. It is not intended nor, should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell securities nor security noted within.

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