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RCBPO’s Lead Manager, Oliver Brown explains the economic and political challenges facing fund managers and how he and his team have positioned the IFSL RC Brown UK Primary Opportunities Fund
Clips from this video
- 1. Fund Update – UK Market Backdrop
- 2. Fund Update – Resilient Markets
- 3. Performance – IFSL RC Brown UK Primary Opportunities Fund
- 4. Significant number of Primary Opportunities
- 5. Fund Update – Challenging Times ahead
- 6. Fund Update – Reducing Exposure
- 7. Fund Update – Challenging Times
- 8. Fund Update – Value in the Consumer Retail Sector: Small Ticket Items
- 9. Fund Update – Value in the Consumer Retail Sector: Small Ticket Items
- 10. Fund Update – Margin of Error
- 11. Fund Update – Run Winners, Cut Losers
- 12. Fund Update – Mindful of a downturn
- 13. Fund Update – Increasing Defensiveness of our Portfolio
- 14. Fund Update – Confident in Our Decisions
- 15. Fund Update – Charter Court, Bought at IPO
- 16. Fund Update – Secondary Sell-Downs
- 17. Fund Update – Oliver Purchases Market Leading Stocks
- 18. Fund Update – Actively Managing Our Positions
- 19. Fund Update – Genuine Market Leaders
- 20. Fund Update – Actively Managing Our Positions
- 21. Fund Update – Oliver Sells Accrol
- 22. Fund Update – Oliver Sells JM Following Sharp Increase in Price
- 23. Fund Update – Oliver Exits 1PM Following Price Spike
