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Money Clinic with Claer Barrett
Investment Masterclass: Nick Train on the case for investing in UK shares
Nov 7, 2023
Investment manager Nick Train discusses the case for investing in UK shares, emphasizing the potential for unloved UK companies to bounce back. He shares his strategy of investing in self-evidently excellent companies with strong brands and discusses the presence of digitally interesting businesses in Britain. Train also highlights the importance of financial literacy and encouraging young people to invest in the stock market instead of sports betting.
30:32
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Quick takeaways
- Investing in undervalued UK stocks can generate superior long-term returns.
- Nick Train follows a buy-and-hold strategy, focusing on unique and excellent companies with reliable products.
Deep dives
Investing in Undervalued UK Stocks
Nick Train, a well-known fund manager, believes that investing in undervalued UK stocks can generate superior returns in the long term. He focuses on building holdings in self-evidently excellent companies with high returns on equity or capital, and a durable competitive advantage. While the UK stock market looks cheap compared to the US, Train acknowledges that it could stay undervalued for some time. Despite recent underperformance, Train emphasizes the importance of a long-term investment approach and patient investing.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode