00:06:57
North America: A breadth of opportunity, strong competition and good valuations
- 07 mins 52 secs
Learning: Unstructured
“There is always a reason to be excited, being an investor in the US market”, says Andrew Holliman, Lead Fund Manager of the Polar Capital North American Fund, given the breadth and choice of opportunities available, particularly as an all-cap investor. Even facing one of the most forecast recessions in history, he explains the plentiful choices he currently sees, across cyclical companies where valuations are cheap on a long-term basis as well as secular growth opportunities.
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