Where is the Alpha?... Investec’s Simon Brazier11 . 01 . 2019
In the opening Brewin Podcast of 2019 Ben Gutteridge, Brewin Head of Fund Research, speaks to Simon Brazier, the lead fund manager on the Investec UK Alpha fund.
The conversation begins with some broad market chatter putting the current investment environment into context, but also looking to the year ahead.
The majority of the discussion, however, is reserved for company analysis, stocks such as RELX, Croda and Breedon featuring most heavily.