
Sign up to save your podcasts
Or


SCP is an investment company focused on the UK's mid cap index, the FTSE 250. The company takes a high conviction approach, holding around 50 companies that it believes have the potential to grow into market leaders.
In this interview John Hughman speaks with the company's lead manager Jean Roche about how good stock selection has kept the trust's performance in step with the S&P 500 over the long-term on a total return basis; the importance of dividends and dividend growth to the trust's strong track record; why she's more bullish about the UK economy and market - and the UK consumer - than most; and how building ESG analysis into the investment process can improve returns.
By John HughmanSCP is an investment company focused on the UK's mid cap index, the FTSE 250. The company takes a high conviction approach, holding around 50 companies that it believes have the potential to grow into market leaders.
In this interview John Hughman speaks with the company's lead manager Jean Roche about how good stock selection has kept the trust's performance in step with the S&P 500 over the long-term on a total return basis; the importance of dividends and dividend growth to the trust's strong track record; why she's more bullish about the UK economy and market - and the UK consumer - than most; and how building ESG analysis into the investment process can improve returns.