Money Clinic with Claer Barrett cover image

Money Clinic with Claer Barrett

Investment Masterclass: The hunt for global growth stocks

Jul 16, 2024
Fund manager James Thomson shares his 'special sauce' for investing in growth stocks, mistakes, and lessons learned. Topics include diversifying from US tech stocks, investing in fast-growing global companies, risk management, and weatherproofing portfolios during market volatility.
25:36

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Seeking out fast-growing companies globally beyond big US tech stocks is a key strategy for professional investors looking for diversification.
  • Emphasizing quality over cheap valuations, focusing on companies with pricing power, resilience, and recurring revenue is crucial for sustainable growth in investments.

Deep dives

Investing in Quality and Growth

The fund manager discussed the global opportunities fund he manages, focusing on selecting industry champions with sustainable growth potential. Emphasizing the importance of quality over cheap valuations, he looks for companies with pricing power, resilience, and recurring revenue. The fund, worth £4 billion mainly invested for British savers, aims for sustainable growth opportunities in companies that provide unique offerings while avoiding speculative or high-risk ventures.

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