Benefitted from sterling weakness
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
While the uncertainty caused by the Brexit vote may have called into question the long-term direction of travel for UK business, the country's creative industries continue to thrive.
Slater Investments' Mark Slater said he is being forced to run an increasingly concentrated portfolio as the number of suitable growth companies declines.
Keith Ashworth-Lord, manager of the UK Buffettology fund, talks to editor Katrina Lloyd about his Business Perspective Investing approach, the importance of managers having 'skin in the game', and why he is not concerned about the Brexit vote.