Tyndall's Wintle: Three US mid-caps that will be the Amazons of the next decade

Zoom undergoing 'hockey stick phase of growth'

Lauren Mason
clock • 5 min read

Docusign, Teladoc and Zoom are among some of the US stocks that could experience similar levels of growth to Amazon over the next ten years, according to Tyndall’s Felix Wintle, who said this point in the market cycle is the best time to buy future market leaders.

Wintle, whose VT Tyndall North American fund has recently surpassed its three-year track record, said there have been a number of changes made across the portfolio during the throes of the pandemic, with a majority of its top ten holdings new entries over recent months. "The positions have changed quite a bit, but our tech weighting hasn't hugely," he said. "Technology has been a big overweight for most of that time, as has consumer discretionary and healthcare. "One of the advantages of having a smaller fund is you can go further down the cap spectrum because liquidity is less of a p...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

JP Morgan AM's Karen Ward: Investors should not 'trade' the US election
US

JP Morgan AM's Karen Ward: Investors should not 'trade' the US election

Focus on policy impact on inflation

Valeria Martinez
clock 14 March 2024 • 2 min read
Royal London AM launches Irish-domiciled US Equity fund
US

Royal London AM launches Irish-domiciled US Equity fund

Managed by Chris Parr

clock 13 March 2024 • 1 min read
LGIM CIO Laud: Magnificent Seven could be reaching bubble territory
US

LGIM CIO Laud: Magnificent Seven could be reaching bubble territory

Favours thematic approach to AI

Valeria Martinez
clock 11 March 2024 • 2 min read
Trustpilot