Nick Train on the investment theme that made him feel 'insecure' in 2017
'Relevant' to all holdings
Nick Train on relentless technological change
In the latest monthly report for his £4.8bn Lindsell Train UK Equity fund, Nick Train discusses digital disruption, which caused a number of uncertainties throughout last year but now has "thrilling" potential.
The self-proclaimed "vintage" manager, who started his career in 1981, said the biggest shock of 2017 was seeing the market cap of online clothing retailer ASOS exceed that of Marks & Spencer, a company...
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