Taking Stock

Simon and Anthony discuss the changing investment environment over the last 25 years and how our Investment Philosophy has been applied throughout.

[00:35]
Introduction
[01:33]
Anthony reflects on what drew him to Findlay Park
[05:55]
The Investment Philosophy as the cornerstone to our investment approach
[07:48]
‘A game of two halves’
[12:35]
What we look for in company management
[17:30]
The American landscape – reshoring and reindustrialisation
[22:24]
Closing remarks

What is Taking Stock?

Taking Stock, hosted by Findlay Park. Hear from the Findlay Park team as they discuss their latest thoughts on investing in America.

This is a marketing communication. For investment professionals only. The content of this podcast, and any reference to specific investments, does not constitute investment advice. Nor should it be treated as a recommendation for any investment. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.