Is Smithson the Right Move?27 . 06 . 2019
In this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Simon Barnard and Will Morgan, the management team behind the (hitherto) success story, Smithson Investment Trust. The conversation restates, succinctly, the key difference and similarities between this vehicle and the flagship Fundsmith Global Equity fund, before moving on to discuss individual businesses that represent a potential opportunity for this Trust. Names include Halma, Spirax, Fever-Tree and Rightmove.
On today’s podcast we have Simon Barnard and Will Morgan from Smithson.