302. The “once in a generation opportunity” in the UK market

FundCalibre - Investing on the go

22-02-2024 • 24 minutos

This episode focuses on the UK market, highlighting the current generational opportunity and overall optimism despite recent challenges. Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund, shares insights into the fund's emphasis on mid-cap investments, citing attractive valuations resulting from years of negative sentiment. Simon also discusses the challenges faced during his takeover of the fund in February 2020 and concludes with reflections on the UK market, addressing perceptions versus reality and potential catalysts for positive market movement.

What’s covered in this episode:

  • The fund’s recent name change
  • Why mid-caps make up the primary focus of the portfolio
  • The valuation opportunity in the UK market
  • Stock example: WHSmith
  • A few FTSE 100 holdings within the fund
  • The yield target for the fund
  • The opportunities for dividend growth
  • Taking over a fund as Covid hit markets
  • The significance of a medium term view
  • Dividend recovery post-pandemic
  • The continued impact of the Brexit vote for UK equities
  • Recognising fundamental problems in UK markets
  • Where this fund sits in a wider portfolio for investors

More about the fund:

The VT Tyndall Unconstrained UK Income fund is a differentiated mid-cap-focused UK income option, offering a unique blend of dividend yield, growth potential, and diversification for investors. We applaud the fund's high active share and low active management charge. The fund has started well despite a difficult period for mid-cap stocks. We will be watching the fund closely in the future.

Learn more on fundcalibre.com

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.

Te podría gustar

CREATIVO
CREATIVO
Roberto Mtz
Dimes y Billetes
Dimes y Billetes
Moris Dieck
IQ POTENCIADO
IQ POTENCIADO
IQ POTENCIADO
SINERGÉTICOS
SINERGÉTICOS
Jorge Serratos | 1+1=3
¡Nadie Me Preguntó!
¡Nadie Me Preguntó!
Alejandro Salomon
Finanzas y Café
Finanzas y Café
Sonoro | Paco Montoya
Chisme Corporativo
Chisme Corporativo
Macarena Riva y Rosalaura López
Emprendeduros
Emprendeduros
Emprendeduros
Campeones Financieros
Campeones Financieros
Campeones Financieros
Cállate y Vende
Cállate y Vende
Gerardo Rodriguez
Cuéntame de economía
Cuéntame de economía
Grupo Expansión | Sonoro
DEMENTES
DEMENTES
Diego Barrazas | Sonoro
re:INVÉNTATE
re:INVÉNTATE
Luis Ramos
Peras y manzanas
Peras y manzanas
Así Como Suena, Valeria Moy