Keith Ashworth-Lord: The Richard Hunter Interview
The manager of the UK Buffettology fund talks about the investment style, top stocks and new holdings.
18th May 2021 09:03
by Richard Hunter from interactive investor
The manager of the CFP SDL UK Buffettology fund, which appears on our Super 60 rated list of investments, talks to us about the investment style, top stocks and new acquisitions.
This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: youtu.be/xDfUJe0esVI
Highlights
01:06 the fund's investment style explained
01:28 "We're looking to invest in businesses that we think are going to be around in much their present form for the next 10 to 20 years...the key thing we're looking for is what Warren Buffett would call an economic moat."
03:00 sector and geographic breakdowns for the UK Buffettology fund
05:19 top holdings
06:36 "Games Workshop (LSE:GAW) has sailed through the pandemic"
09:19 The Buffettology fund during the pandemic and portfolio changes
11:16 two new names added to the portfolio
13:25 How many stocks are on the watchlist?
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