9min chapter

Investors' Chronicle cover image

‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust

Investors' Chronicle

CHAPTER

Balancing UK and Overseas Investments for Diversification

Delve into the allocation strategy of a trust's investments, discussing the benefits of overseas stocks for sector diversification and risk reduction. Explore the importance of position sizing and running concentrated portfolios with high conviction ideas. Discover the fund's strategy of balancing income requirements with total return investing through undervalued businesses and a mix of dividend-paying and non-dividend-paying stocks.

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