by Findlay Park Partners
Taking Stock, hosted by Findlay Park. Hear from the Findlay Park team as they discuss their latest thoughts on investing in America. This is a marketing communication. For investment professionals only. The content of this podcast, and any reference to specific investments, does not constitute investment advice. Nor should it be treated as a recommendation for any investment. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.
Language
🇺🇲
Publishing Since
1/12/2022
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September 20, 2024
<p>Simon, Anthony, and Rose discuss the upcoming US election and its potential impact on the investment landscape. They explore why they believe that, regardless of who is in the White House, the attributes that make America a great place to invest will likely remain intact.</p><p>[00:29]</p><p>Introduction</p><p>[00:55]</p><p>Unpredictability of the election</p><p><br>[06:11]</p><p>Key differences between Trump & Harris</p><p>[08:02]</p><p>American political stability</p><p>[10:06]<br>Opportunities to invest in America</p><p>[18:39]<br>Closing remarks</p>
November 21, 2023
<p>As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance. </p><p>[00:40] Introduction</p><p>[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse</p><p>[08:27] How we are selective with the MegaCap-8 </p><p>[12:18] Do you need to own mega-caps to benefit from the AI trends?</p><p>[19:10] Closing remarks </p>
July 13, 2023
<p>Simon and Anthony discuss the changing investment environment over the last 25 years and how our Investment Philosophy has been applied throughout.</p><p>[00:35]<br>Introduction<br>[01:33]<br>Anthony reflects on what drew him to Findlay Park<br>[05:55]<br>The Investment Philosophy as the cornerstone to our investment approach<br>[07:48]<br>‘A game of two halves’<br>[12:35]<br>What we look for in company management<br>[17:30]<br>The American landscape – reshoring and reindustrialisation</p><p>[22:24]</p><p>Closing remarks</p>
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Taking Stock, hosted by Findlay Park. Hear from the Findlay Park team as they discuss their latest thoughts on investing in America.
This is a marketing communication. For investment professionals only. The content of this podcast, and any reference to specific investments, does not constitute investment advice. Nor should it be treated as a recommendation for any investment. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.
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