Brewin Dolphin Podcast

COVID19’s impact on FundSmith


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In this podcast superstar fund manager Terry Smith returns to explain to Guy Foster, Head of Research how the FundSmith Global Equity Fund has held up during the coronavirus crisis. How has the virus and associated lockdown affected the portfolio? How is Terry changing the portfolio? What are company management doing to ensure their resilience in this testing time? We also briefly discuss how the fund’s operations have been holding up and how the long term outlook might be changed by this unfolding event.
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Brewin Dolphin PodcastBy Brewin Dolphin

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