Nick Purves, co-manager of Temple Bar Investment Trust, shares how disciplined capital recycling is driving the fund’s outperformance, and discusses trimming Financials after a strong run and doubling down on unloved energy stocks.
Nick Purves, co-manager of Temple Bar Investment Trust, shares how disciplined capital recycling is driving the fund’s outperformance, and discusses trimming Financials after a strong run and doubling down on unloved energy stocks.