The Wealth Show

Courtiers’ £25m UK Equity Income fund is currently the peer group top performer over the past year.

The fund has returned just shy of 70% compared with a sector average of 36%.

I spoke with Gary Reynolds, who runs the strategy with his son Jake.

He noted that bets on publisher Reach and Royal Mail were a driving force in recent performance, after selling both positions at a significant gain.

In this episode we also speak about the fund manager’s approach to impending inflation, and how he makes his portfolio ESG compatible, despite having ‘sin stock’ names in the portfolio.

Show Notes

Courtiers’ £25m UK Equity Income fund is currently the peer group top performer over the past year. The fund has returned just shy of 70% compared with a sector average of 36%. I spoke with Gary Reynolds, who runs the strategy with his son Jake. He noted that bets on publisher Reach and Royal Mail were a driving force in recent performance, after selling both positions at a significant gain. In this episode we also speak about the fund manager’s approach to impending inflation, and how he makes his portfolio ESG compatible, despite having ‘sin stock’ names in the portfolio.

What is The Wealth Show?

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.