Premier UK Strategic Growth manager Simon King tells Asset TV's Sam Shaw why he is adding capital goods firms to his £60m portfolio
Simon King, manager of the £60m Premier UK Strategic Growth fund, took over the portfolio last summer. King gives his views on the US and explains why he favours smaller mining companies and is cautious on the oil majors despite the elevated price of Brent crude. Mining was a favourite area for managers last year. Has it run its course? I still favour mining. I have been a long-term bull in the mining sector and I think the run will continue, but it will be volatile. Elsewhere there are problems with big oil companies in the UK. I think the oil price will stay strong and will not...
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