Alliance Trust PLC, Equity Manager Insights

  • |
  • 03 mins 35 secs
Andrew Wellington, Co-Founder and Chief Investment Officer at Lyrical Asset Management, reflects on the performance of US large cap stocks over the last year. He discusses the short-term impact market volatility has had on concentrated portfolios that take a long-term approach to investing, and the importance of high active share to outperforming the benchmark.


Alliance Trust
Alliance Trust PLC

Alliance Trust PLC
River Court
5 West Victoria Dock Road

Phone: 01382 938320