The research portfolio manager Jack Briggs does into a mid-cap company before investing is very comprehensive - from meeting leadership, to speaking to suppliers and clients, and everything in between.
He talks to Sean Aylmer about the approach taken by the Ellerston Mid Cap Opportunities Fund, and explains what he likes about three companies in particular.
The Ellerston Mid Cap Opportunities Fund is working with Sodor Capital, a supporter of this podcast. This podcast is general information only, and you should seek professional advice before making investment decisions.
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