Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don’t panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive.
Mark Slater, manager of the Slater Growth fund , names three top growth businesses he has bought in 2020. He also explains why his fund has outperformed rivals over the past year and talks through changes made to his portfolio since the March crash.
Merryn talks to Mark Slater of the Slater Growth fund about why investors have abandoned the UK – and why they are wrong to have done so. Plus, he picks two of his favourite British stocks.
Veteran UK stock market investor made 35 times his money on a single stock in the financial crisis. This time those opportunities haven’t arisen.
The manager of the Slater Growth fund says what makes a great business is highly subjective, but in the words of former associate justice Potter Stewart, “I know it when I see it”.
Mark Slater, Chairman & CIO at Slater Investments talks to piworld’s Tamzin Freeman. Where we learn Mark is looking for companies that will give an investing return of 50-100% over 3-5 years. We get insights on how Mark analyses stocks to identify these compounders. Further, of course, he discusses how he’s handled CV19, plus many more nuggets such as his thoughts on Director sells/buys and short attacks.