Join the interactive session with Simon Young FM of the UK Equity Income Fund for AXA Framlington on Thursday 24th September at 4pm.
'Unearthing winners, avoiding losers and making mistakes.'
Simon Young reflects on over 20 years as a UK equity fund manager. The AXA fund is top decile since he started managing it 2 years ago. Simon has many years experience managing UK equity funds for institutional, retail and charity clients. Simon will discuss his investment style, what he looks for in companies and will also talk about stocks that haven’t performed well in his funds and what he learnt from these companies. He will discuss avoiding losers and what to do when you make a mistake.
Key stocks contributing to that performance are companies such as Games Workshop (where he has 7% of the fund), Sabre Insurance, Integrafin and AstraZeneca. GSK, ULVR, Relx, Sage and Lancashire Insurance. He also avoided some areas of the market that have been hardest hit by COVID-19. Simon will talk about what attracted him to these stocks and also about a number of other stocks in his fund which he feels are not fully understood by the market.
Simon welcomes interaction with the audience and is happy to answer questions on any stocks.
Register here:
https://us02web.zoom.us/webinar/register/3915996385255/WN_PgOaolxuQ4qIwDHGqD9F0Q
