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Buffettology and Free Spirit Joint Webinar Recording – 09/09/20

Catch up below with our webinar for the Buffettology and Free Spirit Fund with managers Keith Ashworth-Lord and Andrew Vaughan.

What was covered?

  • Part 1: Free Spirit – How the Business Perspective Investing approach is driving performance & portfolio construction
  • Part 2: Buffettology performance attribution & recent activity with Keith Ashworth-Lord
  • Part 3: Portfolio implications of holding both funds together
  • Questions for the team
    • Are the team seeing enough opportunities for idea generation?
    • Ratings and platforms?
    • Any scenarios where you think this process might struggle?

For more information about the Fund, please email the team at info@sanford-deland.uk or call 020 7071 3930.

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