Stonehage Fleming Global Best Ideas Equity Fund

Tom Jeffcoate, Head of Equity Funds, discusses the Global Best Ideas Equity Fund investment into global streaming powerhouse Netflix, as it transitions from disruptor, to a mature cash generative business.

 “Common sense is genius dressed in its working clothes.” Ralph Waldo Emerson Read our Global Equity note now available on our website: https://lnkd.in/eku-nHeS #economy #globalequities #investmentmanagement

"One of the biggest behavioural issues with investors is a tendency to run with the herd." Gerrit Smit, lead Portfolio Manager on the Stonehage Fleming Global Best Ideas Equity Fund sat with Patrick Sanders at Trustnet to discuss the growth potential of modern tech giants and provided insights on NVIDIA, Alphabet Inc., Amazon, Microsoft and Tesla. Read more here: https://lnkd.in/eqAtHV9T

Thank you to John Wallace and David Stamp for another successful Meet the Manager session by Sentinel Portfolio Management. Gerrit Smit spoke on the Sentinel Enterprise Fund: A case for buy to hold investing- and the challenges. Gerrit Smit highlighted how the fear of remaining invested and trying to time markets can have a significant, adverse financial consequence. Buy to Hold, Quality Growth equity strategies deliver compelling returns over the longer term.

“The whole is more than the sum of its parts.” Aristotle Read our Global Equity note now available on our website:  https://lnkd.in/eF7w2fRy #economy #globalequities #investmentmanagement

Making money out of vehicles that have been involved in accidents may not sound the most glamourous of business models, but it is the bread and butter of Copart – the market leader in running online salvage vehicle auctions in the US and globally. In this article with Trustnet, Gerrit Smit portfolio manager for the Stonehage Fleming Global Best Ideas Equity Fund discusses the firm and why it has been added to the portfolio. https://lnkd.in/eetwE5qf

Stonehage Fleming Investment Management (SFIM) is delighted to announce the appointment of Carolyn Bell as Deputy Portfolio Manager for our flagship £3.8bn Global Best Ideas Equity Strategy (GBI). In her new position, Carolyn, who became a Partner at SFIM in April 2024, will collaborate closely with Gerrit Smit, Head of Global Equity Management and Lead Portfolio Manager on investment decisions and the day-to-day management of GBI and other collective vehicles with the same investment strategy. Read more: https://lnkd.in/epu56UdX Stonehage Fleming Global Best Ideas Equity Fund

“Predicting rain doesn’t count. Building arks does.” - Warren Buffet Read our Global Equity note now available on our website: https://lnkd.in/eCredpcf #economy #globalequities #investmentmanagement

"Knowing what you don’t know is more useful than being brilliant.” Charlie Munger Read our Global Equity note now available on our website: https://lnkd.in/e_T66CKi #economy #globalequities #investmentmanagement

Where now for global equities? Partner Tom Jeffcoate will be a speaker at the upcoming Global Equities Market Focus in London, where speakers will address recent developments and explore the future outlook for global equities for the remainder of the year and beyond. Find out more: https://lnkd.in/dkptgaYC #globalequities