In our latest podcast special, Steven Frazer and James Crux are joined by Simon Barnard, manager of Smithson Equity Fund (BLBNK48). Smithson invests in small and mid cap companies with superior operating numbers.
Our special guest discusses Smithson’s transition from an investment trust to an open-ended fund. Barnard explains why he is sticking with his strategy of investing in high-quality global small and mid-cap companies.
He talks about the steps he has taken to improve the fund’s performance. Barnard then explains why he is seeing lots of value opportunities within his preferred parts of the global small and mid cap market.
Barnard also walks us through the fund’s exposure to the AI theme and why Smithson Equity has such a significant allocation to the US.
Finally, Barnard tells the Sharesify team why Italian luxury fashion brand Moncler (MONC) is his preferred sector pick. The outerwear purveyor boasts sector-beating gross margins and its 2020 acquisition of Stone Island has provided Moncler with an additional growth leg.
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Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.