IC Interviews: Simon Barnard of Smithson Investment Trust

As Investment Manager at Smithson Investment Trust, a growth-focused fund run by the team behind Fundsmith Equity, Simon Barnard is a key player in companies that have “already won”.

Dave Baxter and Barnard discuss various strategies that the trust has used since its inception, including bottom-up techniques and a three-step process of acquisition. 

Acquisitions of strongly performing companies are central to the success of the fund, of which Smithson has acquired a wide range, including names such as Fevertree (FEVR) and Moncler (IT:MONC). Alongside well-known names, Simon highlights interesting lesser-known companies in the portfolio, including those utilising selfies and AI to boost profits. 

But as well as sharing aspects of a successful acquisition, Simon reveals the warning signals that can tell you when it is time to sell a holding. 

This interview was recorded on Thursday 14 September.

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