Investor Insights Podcast #12 – Simon Barnard, Smithson Investment Trust (SSON-LON)
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 Published On Premiered Apr 26, 2024

In Episode #12 we speak to Simon Barnard, the lead portfolio manager of the Smithson Investment Trust (SSON-LON), the London-listed Investment Trust which uses a very similar investment process to that used by Terry Smith on the Fundsmith Equity Fund but focusing on businesses which are smaller in size, typically investing in companies between £500m and £15bn in size (measured in terms of market capitalisation) at the time of purchase.

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues of today.

Contact [email protected], referencing the podcast, for more information on any of the topics discussed or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).

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