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Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Far From The Finishing Post
The Benefits of Access to the UK Domestic Economy
About 80-85% of the fund is listed in the UK, but that's quite misleading. Some big multinational businesses have quite established businesses in the UK. We tend to like to go for market leaders, businesses that we think have a demonstrable competitive advantage within the UK market. And then on a longer-term view, I still think that access to the US market is really attractive.
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