Michael Lindsell: The Richard Hunter Interview
The Lindsell Train Global Equity manager discusses strategy overlap at Lindsell Train, Covid-19 and tech.
16th March 2021 08:55
by Richard Hunter from interactive investor
Richard completes the Lindsell Train set this week, sitting down with Michael Lindsell, portfolio manager of Lindsell Train Global Equity. The pair discuss strategy overlap at Lindsell Train, Covid-19 and why tech is under the microscope.
This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: bit.ly/Lindsell
If you would like to listen to our interview with Nick Train, you can find the podcast here. Alternatively, you can watch the vodcast on YouTube.
Highlights
1:52 – objectives and investment style
5:38 – the importance of looking beyond geographic allocation
9:25 – investing in luxury
14:57 – keeping a close eye on tech
17:59 – riding the Covid-19 storm
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