What's Hot? 'Ideally we like businesses to have a discernible tailwind'

WHAT'S HOT?

clock • 4 min read

Mark Slater, manager of the MFM Slater Growth fund, talks to Jo Faith about the rationale behind his strict investment criteria and reveals what has driven his outperformance.

The UK All Companies sector is highly competitive. How do you differentiate your fund from its peers? The fund pursues a distinctive methodology, focusing on investing in dynamic growth companies which generate healthy cash flows trading on attractive PEGs; in other words that are cheap in relation to their earnings growth rates. We have an ultra-purist approach and look for companies with identifiable growth drivers that look reliable and sustainable. Ideally we like businesses to have a discernible tailwind. This is quite a big ask in today's world. Can you give an example of a p...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Equities

Partner Insight: Are equities really overvalued?

Partner Insight: Are equities really overvalued?

Value dispersion means there are plenty of cheap opportunities

Gareth Jones
clock 09 February 2024 • 1 min read
Partner Insight: How much value is there in UK equities?

Partner Insight: How much value is there in UK equities?

‘As different as they are attractive’

The UK Equities Team at Invesco
clock 07 February 2024 • 1 min read
Partner Insight: The shift to value - still on course?

Partner Insight: The shift to value - still on course?

The tailwinds remain for value investing

Gareth Jones
clock 06 February 2024 • 1 min read